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Hardy Helburn

Investment adviser representative at LPL Enterprise, LLC
16 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

16 years in the industry.

  1. LPL Enterprise, LLCJan 2025 to now
  2. Self EmployedNov 2023 to now
  3. Iprd Solutions, IncJun 2018 to Dec 2023
  4. NAAug 2017 to May 2018
  5. Eyelock, LLCFeb 2010 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
8030612
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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