Evan Brady Todd
Investment adviser representative at LPL Enterprise, LLC
12 yearsExperience
2 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, LLCApr 2025 to now
- UnemployedJun 2024 to Apr 2025
- Parking Management CompanyJun 2023 to Jun 2024
- University of MontanaSep 2022 to Jun 2023
- Northwest Gutter GuardsJun 2022 to Sep 2022
- University of MontanaJan 2022 to Jun 2022
- Whitefish Mountain ResortDec 2021 to Jan 2022
- University of MontanaAug 2021 to Dec 2021
- Anderson MasonryJun 2021 to Aug 2021
- University of MontanaJan 2021 to Jun 2021
- Rocking Heart RanchJan 2018 to Jan 2021
- StudentJan 2014 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MT, NY).
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
- 8077393
- Firm CRD
- 8733