Austin Merritt Willis
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$24.9BFirm assets
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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
11 years in the industry.
- LPL Enterprise, LLCJun 2025 to now
- Kestra Investment Services LLCNov 2022 to Jun 2025
- Caddiemaster Enterprises IncJul 2021 to Nov 2022
- The Hawthorne Agency IncApr 2021 to Jul 2021
- Robert N. Dunagan Jr. Allstate AgencyNov 2020 to Apr 2021
- Jenkins Risk Group Inc.Apr 2020 to Nov 2020
- Schell & Hogan, LLPJan 2020 to Apr 2020
- Georgia Southern UniversityAug 2015 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
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
- 7664175
- Firm CRD
- 8733