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Justin Wolf

Investment adviser representative at LPL Enterprise, LLC
11 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

11 years in the industry.

  1. LPL Enterprise, LLCApr 2025 to now
  2. Mc ManagementJul 2022 to now
  3. Equitable Advisors, LLCNov 2022 to Jan 2025
  4. Field NationJul 2021 to Apr 2024
  5. UnemployedMar 2020 to Jul 2021
  6. Elderly Care Guidance LLCJan 2020 to Apr 2025
  7. Just Solutions IncApr 2015 to Mar 2020

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
7664687
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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