Dalton L Smith
Investment adviser representative at LPL Enterprise, LLC
12 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
12 years in the industry.
- LPL Enterprise, LLCJun 2026 to now
- Bankers Life Advisory Services, IncJul 2023 to Jun 2026
- Bankers Life Securities, IncApr 2023 to Jun 2026
- Bankers Life & Casualty, IncAug 2022 to Jun 2026
- Thrivent Investment Management IncMay 2022 to Jul 2022
- Holy Cross CollegeAug 2019 to May 2022
- Dekalb HighschoolAug 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7516431
- Firm CRD
- 8733