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Gavin Charles Volker

Investment adviser representative at LPL Enterprise, LLC
10 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

10 years in the industry.

  1. LPL Enterprise, LLCDec 2025 to now
  2. Morgan StanleyJun 2025 to Dec 2025
  3. UnemployedMay 2025 to Jun 2025
  4. Full-time Bachelor's StudentAug 2024 to May 2025
  5. State FarmMay 2024 to May 2025
  6. Full-time Bachelor's StudentAug 2023 to May 2024
  7. Bimbo Bakeries USAFeb 2023 to Aug 2023
  8. Full-time Associate's StudentAug 2022 to May 2023
  9. Full-time Associate's StudentAug 2021 to May 2022
  10. El Paso Gridley Cusd #11Jun 2019 to Aug 2019
  11. Self-employedApr 2018 to Dec 2022
  12. Full-time Middle/high School StudentJan 2015 to May 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

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
8069842
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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