Lyle Bellamy
Investment adviser representative at LPL Enterprise, LLC
13 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
13 years in the industry.
- LPL Enterprise, LLCApr 2026 to now
- UnemployedDec 2025 to Mar 2026
- Fidelity InvestmentsAug 2024 to Dec 2025
- UnemployedMay 2024 to Aug 2024
- Surf SeafoodMay 2023 to May 2024
- Mts LocalApr 2021 to May 2023
- Olivias In the VillageNov 2020 to Mar 2021
- Berret'sJun 2020 to Nov 2020
- Elm City Brewing CompanyAug 2017 to Jun 2020
- Red Arrow DinerMay 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8247565
- Firm CRD
- 8733