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Chad Wesley Sigmon

Investment adviser representative at LPL Enterprise, LLC
17 yearsExperience
2 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

17 years in the industry.

  1. LPL Enterprise, LLCNov 2024 to now
  2. Prudential Insurance Company of AmericaNov 2020 to now
  3. Pruco Securities, LLC.Jun 2020 to Nov 2024
  4. Loudoun County Commissioner of RevenueMay 2019 to Aug 2019
  5. The Club At Creighton FarmsApr 2014 to Aug 2017
  6. StudentJan 2009 to Aug 2020

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (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
7284379
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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