Evan Oxley
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, LLCJan 2026 to now
- Equitable Advisors, LLC.Oct 2025 to Jan 2026
- K2 Brothers BrewingMay 2025 to Sep 2025
- PaychexMay 2024 to Aug 2024
- Rochester Lawn CareMay 2023 to Aug 2023
- Bert's Bikes and FitnessMay 2022 to Sep 2022
- Suny University At BuffaloAug 2021 to May 2025
- UnemployedJul 2021 to Aug 2021
- Midvale Country ClubMay 2020 to Jun 2021
- Webster Thompson High SchoolSep 2019 to Jun 2021
- UnemployedJul 2019 to Aug 2019
- Eastridge High SchoolSep 2017 to Jun 2019
- UnemployedJul 2017 to Aug 2017
- Irondequoit Middle SchoolOct 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8173171
- Firm CRD
- 8733