Paul Vincent Merz
Investment adviser representative at LPL Enterprise, LLC
14 yearsExperience
2 statesRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Paul Vincent Merz? Claim your profile
Contact this firm
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
- Prudential Insurance Company of AmericaJan 2022 to now
- Pruco Securities, LLC.Nov 2021 to Nov 2024
- UnemployedAug 2021 to Nov 2021
- ClariosDec 2020 to Aug 2021
- Colt FirearmsMar 2017 to Jun 2021
- CovarisNov 2016 to Mar 2017
- ThyssenkrupFeb 2016 to Nov 2016
- Remington OutdoorJun 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7466878
- Firm CRD
- 8733