Stephen Blevins
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, LLCFeb 2025 to now
- Storm Tight WindowsJan 2024 to Jan 2025
- Amazon Independent ContractorOct 2022 to Jan 2024
- Ryan Jean ConstructionJan 2022 to Oct 2022
- IndependentAug 2021 to Jan 2023
- AmazonApr 2021 to Sep 2021
- UnemployedOct 2020 to Apr 2021
- TrugreenApr 2020 to Sep 2020
- UnemployedSep 2019 to Apr 2020
- Texas State UniversityAug 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8038153
- Firm CRD
- 8733