Joshua Dean Rule
Investment adviser representative at LPL Enterprise, LLC
10 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
10 years in the industry.
- LPL Enterprise, LLCApr 2026 to now
- Delta Dental InsuranceMay 2025 to Sep 2025
- Jackson National Life Insurance CompanyNov 2022 to Apr 2026
- Canada Dry Bottling Co.Apr 2022 to Oct 2022
- Lansing Community CollegeJan 2022 to May 2022
- UnemployedJun 2020 to Jan 2022
- Mount Saint Charles AcademyAug 2019 to Jun 2020
- Lansing Catholic High SchoolApr 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 8250811
- Firm CRD
- 8733