Trevor William Waite
Investment adviser representative at LPL Enterprise, LLC
9 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
9 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential FinancialAug 2024 to Nov 2024
- UnemployedJun 2024 to Aug 2024
- Streamline BooksJun 2022 to Jun 2024
- Marlin AcademyMar 2021 to Oct 2022
- North West Hendricks SchoolsNov 2020 to Mar 2021
- Pedcor InvestmentsJul 2019 to Mar 2021
- UnemployedApr 2019 to Jul 2019
- Indiana Wesleyan UniversityJun 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7966944
- Firm CRD
- 8733