Charlotte Huger
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
4 statesRegistered 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
11 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaAug 2020 to now
- Pruco Securities, LLC.Apr 2020 to Nov 2024
- McadamJun 2019 to Apr 2020
- University of VirginiaSep 2018 to May 2019
- Maximus IncJun 2018 to Sep 2018
- University of VirginiaSep 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 4 states (DC, NY, TX, VA).
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
- 7178331
- Firm CRD
- 8733