Simeon Joseph Esprit
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
3 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
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaSep 2020 to now
- Pruco Securities, LLC.Apr 2020 to Nov 2024
- Heartsafe AllianceDec 2019 to Apr 2020
- Best BuddiesOct 2019 to Dec 2019
- UnemployedAug 2019 to Oct 2019
- Newline SrDec 2018 to Aug 2019
- Premier InnSep 2018 to Dec 2018
- University of DerbySep 2017 to Sep 2018
- UnemployedJun 2017 to Sep 2017
- Ross Aronstam & Moritz LLPOct 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, TX).
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
- 7266902
- Firm CRD
- 8733