Ethan Wallace
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
2 statesRegistered 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, LLCMar 2026 to now
- Florida State UniversityAug 2022 to now
- Champions First Credit UnionJun 2024 to Dec 2024
- First Global Supply IncMay 2022 to Aug 2022
- Mr. Happy Party RentalsMay 2021 to Aug 2021
- ShopriteAug 2020 to May 2021
- Monmouth Regional HsAug 2018 to Jun 2022
- UnemployedJun 2017 to Aug 2018
- Tinton Falls Middle SchoolAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, NJ).
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
- 8236264
- Firm CRD
- 8733