Charles Holden
Investment adviser representative at LPL Enterprise, LLC
12 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
12 years in the industry.
- LPL Enterprise, LLCMay 2026 to now
- All Aspects RestorationSep 2024 to now
- Ch Mechanical Holdings Inc.Sep 2024 to now
- Jch Holdings dba Reve Porter Custom Sheet MetalJul 2019 to now
- Charles Schwab & Co., Inc.Sep 2025 to May 2026
- Mwa Financial Services IncJul 2023 to Jan 2025
- Modern Woodmen of AmericaMay 2023 to Jan 2025
- Ch MechanicalJan 2014 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7785142
- Firm CRD
- 8733