Derek Matthew Planchet
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- DoordashJul 2024 to now
- Mogle & Hawkins Cpas, ApcDec 2023 to now
- Pruco Securities LLCJun 2024 to Nov 2024
- UnemployedOct 2023 to Dec 2023
- Adt SolarJun 2022 to Oct 2023
- A Professional Heating and AirMar 2021 to May 2022
- UnemployedNov 2020 to Mar 2021
- Sensible Meals, IncAug 2020 to Nov 2020
- UnemployedApr 2020 to Aug 2020
- Dyess & AssociatesJan 2018 to Apr 2020
- UnemployedOct 2017 to Jan 2018
- Robert Logreco CpaDec 2014 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 7948490
- Firm CRD
- 8733