Joseph Richardson
Investment adviser representative at LPL Enterprise, LLC
13 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
13 years in the industry.
- LPL Enterprise, LLCSep 2025 to now
- W & S Brokerage Services, IncJun 2025 to Sep 2025
- Western & Southern LifeMay 2025 to Sep 2025
- Wellbridge Colorado Athletic ClubAug 2023 to Dec 2023
- F45Mar 2023 to Jul 2023
- Growth MvmtSep 2022 to Mar 2024
- Richardson Auto SalesJan 2015 to Mar 2025
- United States Army ReserveJul 2012 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 8115170
- Firm CRD
- 8733