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William Michael Sharp

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.

  1. LPL Enterprise, LLCMay 2026 to now
  2. Town of CubaMay 2026 to Aug 2026
  3. Genessee PizzeriaJun 2025 to Sep 2025
  4. WalmartJun 2023 to Aug 2025
  5. Alfred UniversityAug 2022 to May 2026
  6. Cuba PharmacyAug 2020 to Aug 2022
  7. Cuba Rushford Middle High SchoolMay 2016 to Jun 2022

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
8263539
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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