Nathaniel Chun
Investment adviser representative at LPL Enterprise, LLC
9 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Nathaniel Chun? 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
9 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- PrudentialJun 2022 to now
- IhssFeb 2022 to now
- Pruco Securities LLCJan 2024 to Nov 2024
- AmazonSep 2020 to Aug 2022
- UnemployedApr 2020 to Aug 2020
- Cheesecake FactoryJul 2019 to Mar 2020
- California Polytechnic University, PomonaSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7579144
- Firm CRD
- 8733