Leatrice Ann Potter daigle
Investment adviser representative at LPL Enterprise, LLC
8 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
8 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential FinancialNov 2022 to now
- Pruco Securities LLCMay 2024 to Nov 2024
- HomemakingAug 2022 to Nov 2022
- Bank of AmericaJun 2018 to Aug 2022
- University of Illinois At Urbana-champaignSep 2016 to Jun 2018
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
- 7662460
- Firm CRD
- 8733