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Drake Doyle

Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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

13 years in the industry.

  1. LPL Financial, LLCMar 2023 to now
  2. Rfc Financial PlannersMay 2021 to Mar 2023
  3. ValvolineAug 2019 to May 2021
  4. Hope CollegeAug 2018 to May 2022
  5. Dexter High SchoolAug 2014 to May 2018
  6. A-1 RentalJan 2013 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (MI).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
7316719
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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