Leigh Greenberg
Investment adviser representative at LPL Enterprise, LLC
14 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Leigh Greenberg? 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
14 years in the industry.
- LPL Enterprise, LLCJan 2025 to now
- Arkadios CapitalMar 2024 to Jan 2025
- Secura Financial, LLCMar 2024 to Jan 2025
- Lbg Financial Insurance Services LLCMay 2022 to Dec 2024
- Crown Capital Securities, L.P.May 2022 to Mar 2024
- Bankers Life Securities, Inc.Jun 2021 to Apr 2022
- Bankers Life Insurance & Casualty, IncMay 2021 to Apr 2022
- New York Life Insurance CompanyAug 2019 to Apr 2022
- Universal Bullion Inc.May 2012 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
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
- 7168900
- Firm CRD
- 8733