Haruka Nagaya
Investment adviser representative at LPL Enterprise, LLC
10 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
10 years in the industry.
- LPL Enterprise, LLCApr 2026 to now
- RoverMar 2026 to now
- UnemployedJul 2025 to Apr 2026
- Ernst & Young LLPJul 2024 to Jul 2025
- UnemploymentMay 2024 to Jul 2024
- George Mason University (full-time Student)Aug 2023 to May 2024
- Ernst & Young LLPJun 2023 to Aug 2023
- George Mason University (full-time Student)Feb 2022 to Jun 2023
- Into George Mason University (part-time Job)Dec 2021 to Feb 2022
- George Mason University (full-time Student)Aug 2020 to Dec 2021
- CosmosMay 2020 to Aug 2020
- UnemployedMar 2020 to May 2020
- St. Mary's Girls' SchoolJun 2018 to Mar 2020
- Alton High School (student)Aug 2017 to Jun 2018
- St. Mary's Girls' SchoolMar 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, VA).
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
- 8244190
- Firm CRD
- 8733