David Wayne Bickler
Financial advisor at Lpl Enterprise, LLC
Last updated 2026-10-10
Claim your profileDavid Wayne Bickler is a financial advisor at Lpl Enterprise, LLC, CRD 1677050. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2003-05-29.
Registration
- CRD number
- 1677050
- Registration status
- Active
- IAPD registration
- 2003-05-29
- Industry Experience
- 23 years
- Work Experience
- 24 years
- States registered
- NC, TX
Licenses and exams
- Series 63
- Series 65
Designations
- Chartered Financial Consultant
Work history
- 2002-08 to 2017-03 · Metropolitan Life Insurance Co. · Winston-Salem, NC
- 2002-08 to 2017-03 · Metlife Securities Inc. · Winston-Salem, NC
- 2016-07 to 2021-02 · Mass Mutual · High Point, NC
- 2017-03 to 2021-02 · MML Investors Services, LLC · High Point, NC
- 2021-03 to Present · Prudential Insurance Company of America · Greensboro, NC
- 2021-03 to 2024-11 · Pruco Securities, Llc. · Greensboro, NC
- 2024-11 to Present · Lpl Enterprise, LLC · High Point, NC
Current employment
- Lpl Enterprise, LLC · Fort Mill, SC
Lpl Enterprise, LLC
- Regulatory AUM
- $24,939,385,373
- Registered advisors
- 3,117
- Offices
- 1,496
- Clients per advisor
- 32.9 (Low)
- Average AUM per client
- $243.2K (Low)
- High-net-worth client ratio
- 22.3% (Moderate)
Lpl Enterprise, LLC: advisors, services and reported ETF investments
About
David Wayne Bickler is a Chartered Financial Consultant financial advisor at Lpl Enterprise, LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 23 years of industry experience and 24 years of reported work history. Reported roles include Prudential Insurance Company of America, Pruco Securities, Llc., MML Investors Services, LLC, Mass Mutual, among others.
SEC disclosures list additional business and community activities: 1) 11/14/2024-Massmutual- Non-Variable Insurance Commission Trails- Life Renewals As Retired Advisor- Inv Related- At High Point.
Lpl Enterprise, LLC's firm-level Form ADV reports 3,117 advisors across 1,496 offices; approximately 32.9 clients per advisor, average assets per client of $243,162, and regulatory AUM of $24.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Educational Seminars or Workshops, Other Advisory Service.
What this firm offers
Filed by Lpl Enterprise, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Other Financial Product Salesperson
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Banking or Thrift Institution
- Insurance Company or Agency
Contact
The firm's filed contact details.
- Phone: 704-733-3300
- Website: lpl.com/lpl-enterprise.html
Official record
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