Wesley Witcher
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 2026 to now
- UnemployedFeb 2026 to Jul 2026
- Ira Green IncApr 2025 to Aug 2025
- W.B. Mason Company HeadquartersOct 2022 to Oct 2024
- John H Chafee CenterAug 2021 to May 2022
- J's Broadway ApplianceAug 2021 to Nov 2021
- DoordashJan 2021 to Jan 2026
- Piezoni's PizzaJan 2021 to Aug 2022
- Johnson and Wales UniversitySep 2017 to May 2021
- Minuteman TrucksJun 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 8208750
- Firm CRD
- 8733