Daniel Joseph Allen
Investment adviser representative at LPL Enterprise, LLC
21 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- LPL Enterprise, LLCDec 2025 to now
- Smith, Moore & Co.Jan 2024 to Dec 2025
- Azura Credit UnionSep 2022 to Dec 2023
- Allstate Insurance CompanyJul 2022 to Sep 2022
- Keller Williams One Legacy Partners, LLC.Dec 2021 to Sep 2022
- Slumberland FurnitureSep 2019 to Oct 2021
- Edward Jones InvestmentsJul 2018 to Mar 2022
- Chick-fil-aMar 2017 to Sep 2019
- Potter's Hand Christian SchoolAug 2005 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (KS).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6976388
- Firm CRD
- 8733