Tyler Davis
Investment adviser representative at LPL Enterprise, LLC
13 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
13 years in the industry.
- LPL Enterprise, LLCDec 2025 to now
- United States Army National GuardOct 2013 to now
- Adam StoffeyMay 2024 to May 2025
- Northwestern Mutual Investment Services LLCMay 2024 to May 2025
- Northwestern Mutual Wealth Management CompanyFeb 2023 to May 2025
- Kfk Fncl Ins Ser IncDec 2022 to Apr 2024
- Northwestern Mutual Wealth Management CompanyJun 2022 to Dec 2022
- Northwestern Mutual Investment Services LLCApr 2022 to Apr 2024
- Northwestern Mutual Life Insurance CompanyApr 2022 to Dec 2022
- First Command FinancialMar 2021 to Mar 2022
- Fields Mercedes-benz of AshevilleMar 2019 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 7360420
- Firm CRD
- 8733