Christopher Gresham Walmsley
Investment adviser representative at LPL Enterprise, LLC
13 yearsExperience
5 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
13 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaNov 2021 to now
- Pruco Securities, LLC.Jun 2021 to Nov 2024
- Massmutual CommonwealthMay 2020 to Aug 2020
- Elevate Meal PlanAug 2019 to Oct 2019
- K.T.O.B.Jul 2019 to Aug 2019
- East Point EnergyJul 2018 to Aug 2018
- University of VirginiaAug 2017 to May 2021
- Woodberry ForestJun 2017 to Jul 2017
- Woodberry Forest SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 5 states (DC, FL, NJ, 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
- 7391436
- Firm CRD
- 8733