Derek Thomas Budzinski
Investment adviser representative at LPL Enterprise, LLC
12 yearsExperience
6 statesRegistered 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 2025 to now
- First WatchMar 2024 to Feb 2025
- Dead Low BrewingJun 2023 to Jun 2024
- First WatchApr 2023 to Aug 2023
- Ludlow GarageJan 2023 to Aug 2024
- Mesa LocaNov 2021 to Nov 2023
- Cincinnati Public SchoolsJul 2021 to Jun 2023
- UnemployedMar 2020 to Jul 2021
- Coleman Middle SchoolJan 2019 to Mar 2020
- Noble CrustJan 2019 to Mar 2020
- Newsome High SchoolJul 2018 to Nov 2019
- ShiptMay 2018 to May 2019
- Chili's Bar & GrillNov 2017 to Jan 2019
- University of South FloridaAug 2017 to Dec 2020
- Bar TakitoJun 2017 to Jul 2017
- Pinellas Park High SchoolAug 2016 to Nov 2018
- Terrace Community Middle SchoolAug 2016 to May 2018
- Trip's DinerApr 2016 to Mar 2017
- Noble CrustFeb 2016 to Apr 2017
- St. Petersburg CollegeJan 2016 to Jul 2017
- Durant High SchoolJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 6 states (FL, IN, KY, OH, SC, VA).
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
- 8039666
- Firm CRD
- 8733