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Andrew Dwite Shrock

Investment adviser representative at LPL Enterprise, LLC
13 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

13 years in the industry.

  1. LPL Enterprise, LLCNov 2024 to now
  2. The Prudential Insurance Company of AmericaApr 2024 to now
  3. Pruco Securities LLCJun 2023 to Nov 2024
  4. University of AkronAug 2022 to May 2023
  5. Summit Wood IndustriesMay 2022 to Oct 2022
  6. University of AkronAug 2021 to May 2022
  7. Camp PatmosJun 2021 to Aug 2021
  8. University of AkronAug 2020 to May 2021
  9. UnemploymentJun 2020 to Jul 2020
  10. University of AkronAug 2019 to May 2020
  11. Skyview RanchMay 2019 to Jul 2019
  12. Paul Lucas Landscape and ConstructionMay 2018 to Sep 2018
  13. Northwest High SchoolAug 2017 to May 2019
  14. Buckeye Online School for SuccessJun 2013 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

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

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
7769969
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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