Dylan Elliot Davis
Financial advisor at Lpl Enterprise, LLC
Last updated 2026-10-10
Claim your profileDylan Elliot Davis is a financial advisor at Lpl Enterprise, LLC, CRD 7605023. Licenses and exams on the registration: Series 66. IAPD registration began 2023-01-13.
Registration
- CRD number
- 7605023
- Registration status
- Active
- IAPD registration
- 2023-01-13
- Industry Experience
- 3 years
- Work Experience
- 11 years
- States registered
- TX
Licenses and exams
- Series 66
Work history
- 2022-10 to 2024-11 · Pruco Securities LLC · Houston, TX
- 2022-01 to Present · The Enrichery · Houston, TX
- 2020-01 to Present · Cmr Services · League City, TX
- 2015-01 to 2020-01 · San Jacinto Community College · Houston, TX
- 2020-01 to Present · University of Houston · Houston, TX
- 2023-01 to Present · The Prudential Insurance Company of America · Houston, TX
- 2024-11 to Present · Lpl Enterprise, LLC · Houston, TX
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
Dylan Elliot Davis is a financial advisor at Lpl Enterprise, LLC. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 11 years of reported work history. Reported roles include The Prudential Insurance Company of America, The Enrichery, Cmr Services, University of Houston, among others.
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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