Philip George Walby
Investment adviser representative at LPL Enterprise, LLC
10 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
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Adam SchoppMar 2022 to now
- Inthenet AcademyNov 2021 to now
- Pruco Securities LLCDec 2022 to Nov 2024
- Grand Valley State UniversityAug 2020 to Aug 2021
- York RevolutionMay 2019 to Oct 2019
- St. Clair County Community CollegeJan 2019 to Jul 2020
- Hitz Training FacilityNov 2018 to Mar 2020
- Trois-rivieres AiglesMar 2018 to Aug 2018
- Toronto Blue JaysDec 2016 to Dec 2017
- Washington NationalsMay 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7528333
- Firm CRD
- 8733