Parth Patel
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, LLCFeb 2026 to now
- Equitable Advisors, LLCSep 2024 to Dec 2025
- UnemployedMar 2024 to Sep 2024
- Nova Capital PartnersMar 2022 to Apr 2023
- Thomas Edison State UniversitySep 2017 to Mar 2024
- Nandguru Inc.Jan 2017 to Dec 2021
- Guru ExpressJan 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7980674
- Firm CRD
- 8733