Lukasz K Pogon
Investment adviser representative at LPL Enterprise, LLC
14 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
14 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaAug 2022 to now
- Equitable Advisors, LLCAug 2021 to now
- Pruco Securities LLCAug 2022 to Nov 2024
- Dr. Lee Cosmetics CorpDec 2020 to Dec 2021
- WalmartMar 2020 to May 2021
- Suny AlbanyOct 2019 to Mar 2020
- College Works PaintingMar 2019 to Sep 2019
- Genforce PowerNov 2017 to Dec 2018
- UnemployedJun 2017 to Oct 2017
- Rockland Community CollegeSep 2015 to May 2017
- Top Notch CateringJun 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7422133
- Firm CRD
- 8733