Thomas Anthony Russo
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.
- LPL Enterprise, LLCJan 2026 to now
- The Fiduciary AllianceOct 2025 to Jan 2026
- LPL Enterprise LLCJun 2025 to Sep 2025
- University of South CarolinaDec 2024 to Jun 2025
- Globe LifeApr 2024 to Dec 2024
- Midlands Tech CollegeAug 2023 to May 2024
- H&h Land ClearingMay 2022 to Aug 2022
- D.F. Owens & Co.May 2021 to Aug 2021
- D.F. Owens & Co.May 2020 to Aug 2020
- West Florence High SchoolJun 2019 to May 2023
- Sneed Middle SchoolMay 2017 to May 2019
- Moore Intermediate SchoolJan 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 8103046
- Firm CRD
- 8733