Colleen Inez Hale
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
2 statesRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Colleen Inez Hale? Claim your profile
Contact this firm
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
- Pruco Securities, LLC.Oct 2018 to Nov 2024
- M.B. Electric LLCJul 2018 to Aug 2018
- Holmes Electric Co.Jun 2018 to Jul 2018
- Mckinstry Co. LLCSep 2017 to Mar 2018
- H&m Electric Inc.Jul 2017 to Sep 2017
- Sequoyah Electric LLCApr 2017 to Jun 2017
- Prime Electric Inc.Feb 2017 to Apr 2017
- Sasco Electric Inc.Oct 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7038401
- Firm CRD
- 8733