David Dino Doerner
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, LLCMay 2026 to now
- UnemployedNov 2025 to May 2026
- Self-employed / SabbaticalNov 2023 to Oct 2025
- Fenthum Schweiz AgMay 2021 to Oct 2023
- UnemployedDec 2019 to May 2021
- Aviva Investors Schweiz GmbhAug 2019 to Dec 2019
- UnemployedJun 2019 to Jul 2019
- Pictet Asset Management SaNov 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8266242
- Firm CRD
- 8733