Grady Beuford Sykes
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.9BFirm assets
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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, LLCMay 2026 to now
- Sykes Capital LLCDec 2021 to now
- UnemployedDec 2025 to May 2026
- Revision Wealth Management, LLCAug 2025 to Dec 2025
- Trinity Wealth Securities L.L.CMar 2019 to Aug 2025
- Ifs Securities Inc.Nov 2018 to Feb 2019
- Florida Financial AdvisorsOct 2018 to Aug 2025
- University of South FloridaAug 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7042693
- Firm CRD
- 8733