Ethan P Yeary
Investment adviser representative at LPL Enterprise, LLC
13 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
13 years in the industry.
- LPL Enterprise, LLCJun 2026 to now
- LPL Financial LLCJan 2023 to May 2026
- Palmetto Citizens FcuJan 2023 to May 2026
- Cuna Mutual GroupJun 2022 to Aug 2022
- LPL Financial LLCJun 2022 to Aug 2022
- Mattress Outlet of ColumbiaAug 2021 to Jun 2022
- Rogers GroupMay 2021 to Aug 2021
- Mattress Outlet of ColumbiaMar 2021 to May 2021
- Lowes Home ImprovementMay 2020 to Aug 2020
- University of ScAug 2019 to Jan 2023
- Unemployed/studentJan 2013 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 7585853
- Firm CRD
- 8733