George Talon Case
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 AmericaFeb 2024 to now
- Pruco Securities LLCNov 2023 to Nov 2024
- Northwestern Mutual Wealth Management CompanyJul 2023 to Oct 2023
- Northwestern Mutual Investment Services LLCDec 2022 to Oct 2023
- Northwestern Mutual Life Insurance CompanyJul 2022 to Oct 2023
- UnemployedJul 2022 to Aug 2022
- Phenom PeopleApr 2022 to Jun 2022
- UnemployedMar 2022 to Apr 2022
- Spartan FinancialOct 2021 to Feb 2022
- Benson NissanMar 2021 to Oct 2021
- Imstrong ApparelSep 2020 to Feb 2021
- Colonial Marketing AssociationMay 2019 to Sep 2020
- Hyatt PlaceNov 2017 to Mar 2019
- StudentAug 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7128571
- Firm CRD
- 8733