Yancy David valentine Whitaker

Investment adviser representative at LPL Enterprise, LLC

12 yearsExperience

1 stateRegistered in

$24.9BFirm assets

2 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

These describe the firm as a whole, not only this advisor.

12 years in the industry.

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

$24.9BAssets managed

102,563Clients

3,116Advisers

2 yearsIn business

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.