David Kemble Platt
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you David Kemble Platt? Claim your profile
Contact this firm
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
11 years in the industry.
- LPL Enterprise, LLCSep 2026 to now
- Trinity Wealth Securities, LLCFeb 2026 to Aug 2026
- Florida Financial Advisors dba Georgia Financial AdvisorsJun 2025 to Aug 2026
- N/aDec 2024 to Jun 2025
- Zaxby'sJun 2020 to Jan 2021
- University of North GeorgiaOct 2019 to Dec 2024
- Best BuyJul 2019 to Dec 2019
- SubwayMay 2019 to Aug 2019
- Oconee County High SchoolOct 2016 to May 2020
- N/a - StudentFeb 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 8111560
- Firm CRD
- 8733