Benjamin Paul Vangundy
Investment adviser representative at LPL Enterprise, LLC
11 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
11 years in the industry.
- LPL Enterprise, LLCJul 2025 to now
- WalgreensMay 2025 to Jun 2025
- Frontier CommunicationsFeb 2025 to May 2025
- Full-time EducationOct 2023 to Feb 2025
- MenardsMay 2023 to Oct 2023
- Full-time EducationFeb 2023 to May 2023
- Custom Designer'sJul 2022 to Feb 2023
- Full-time EducationFeb 2022 to Jul 2022
- Birdie's Car WashJun 2021 to Feb 2022
- Smartbelly Smoothie Co.May 2021 to Jun 2021
- Full-time EducationAug 2020 to May 2021
- Lake County GovernmentFeb 2020 to Aug 2020
- Jimmy John'sAug 2019 to Feb 2020
- Beggar's PizzaMar 2019 to Aug 2019
- Mcdonald'sJan 2019 to Mar 2019
- Full-time EducationJul 2015 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State 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
- 8125639
- Firm CRD
- 8733