Albert Basse
Investment adviser representative at LPL Enterprise, LLC
11 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
11 years in the industry.
- LPL Enterprise, LLCJan 2025 to now
- UnemployedOct 2024 to Jan 2025
- Albert Basse Associates Inc.Sep 2021 to Sep 2024
- Wellington Management Company LLP.Feb 2020 to Sep 2021
- Wellington Management Company LLP.Jul 2018 to Dec 2018
- Gordon Research ConferencesMay 2018 to Jun 2018
- Wellington Management Company LLP.Jul 2017 to Dec 2017
- Northeastern UniversitySep 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 8034387
- Firm CRD
- 8733