Nathan Fritz-joseph
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 AmericaMay 2023 to now
- Pruco Securities LLCApr 2023 to Nov 2024
- UnemployedJun 2022 to Mar 2023
- Park Avenue SecuritiesSep 2020 to May 2022
- Guardian Life Insurance CompanyAug 2020 to May 2022
- UnemployedFeb 2020 to Jul 2020
- Edward JonesOct 2019 to Feb 2020
- Grand Strand Regional Medical CenterJul 2018 to Sep 2019
- UnemployedAug 2017 to Jun 2018
- Grant Bone & Joint CenterFeb 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7181410
- Firm CRD
- 8733