David Martin Forgione
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.
- LPL Enterprise, LLCMar 2026 to now
- Pmc - Parking Management CompanyFeb 2021 to now
- Pruco Securities LLCJul 2024 to Aug 2024
- VeryableSep 2022 to Mar 2023
- Vip Rental USADec 2021 to Aug 2022
- Duffy's Sports BarMar 2021 to Dec 2021
- Lime Fresh Mexican GrillSep 2019 to Mar 2021
- Enterprise Rent A CarSep 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7797639
- Firm CRD
- 8733