Andrew Augustus
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
- UnemployedJan 2026 to Mar 2026
- Kpmg LLPJan 2022 to Dec 2025
- Home Healthsmith LLCJun 2021 to Dec 2021
- Rail ExplorersMay 2020 to Nov 2020
- Rail ExplorersMay 2019 to Nov 2019
- University of Massachusetts - DartmouthSep 2018 to Dec 2021
- UnemployedJun 2018 to Aug 2018
- Bristol Community CollegeSep 2016 to May 2018
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
- 8256462
- Firm CRD
- 8733