James Guy Korman
Investment adviser representative at LPL Enterprise, LLC
12 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
12 years in the industry.
- LPL Enterprise, LLCAug 2025 to now
- Lafayette CollegeAug 2025 to now
- Kreyco Educational ServicesNov 2024 to now
- Penn Global MarketingJan 2024 to now
- Wsfs BankFeb 2025 to Aug 2025
- General Services AdministrationJun 2024 to Sep 2024
- Delaware Valley UniversityAug 2023 to May 2024
- IcpsrJul 2023 to Aug 2023
- University of DelawareAug 2020 to May 2024
- Pennsylvania Higher Education Agency AssociationFeb 2020 to Aug 2020
- UnemployedNov 2019 to Feb 2020
- Americorps SbpJun 2019 to Nov 2019
- Ministry of Exterior Commerce for Peru In ChileMay 2018 to Jul 2018
- Penn State UniversityJan 2018 to May 2019
- U.S. Army ReserveDec 2017 to Dec 2021
- Shippensburg UniversityJan 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 8148626
- Firm CRD
- 8733