Carter Alexander Jensen
Investment adviser representative at LPL Enterprise, LLC
10 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
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Pruco Securisties LLCMay 2024 to Nov 2024
- UnemployedAug 2023 to May 2024
- Paccar incMay 2023 to Aug 2023
- UnemployedJul 2022 to May 2023
- Mckinney ConstructionMay 2022 to Jul 2022
- UnemployedMar 2020 to May 2022
- Serres FarmOct 2019 to Dec 2019
- Boys & Girls ClubFeb 2018 to Mar 2020
- UnemployedJan 2014 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7954476
- Firm CRD
- 8733