George Martin Hotaling
Investment adviser representative at LPL Enterprise, LLC
10 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
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaOct 2022 to now
- Pruco Securities LLCSep 2022 to Nov 2024
- LPL Financial LLCDec 2021 to Sep 2022
- University of San DiegoAug 2021 to May 2022
- Edward JonesOct 2018 to Sep 2021
- UnemployedFeb 2018 to Oct 2018
- University of San DiegoSep 2016 to Jan 2018
- BabycakesJul 2016 to May 2017
- California National GuardMay 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7021016
- Firm CRD
- 8733