John Edward Davis
Financial advisor at Lpl Enterprise, LLC · White Plains, NY
Last updated 2026-10-10
Claim your profileJohn Edward Davis is a financial advisor at Lpl Enterprise, LLC in White Plains, NY, CRD 6718686. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2025-09-18.
Registration
- CRD number
- 6718686
- Registration status
- Active
- IAPD registration
- 2025-09-18
- Industry Experience
- 1 year
- Work Experience
- 17 years
- States registered
- NY
Licenses and exams
- Series 63
- Series 66
Work history
- 2009-01 to 2017-12 · G4S · Ossining, NY
- 2018-04 to 2018-04 · National Securities Corp · New York, NY
- 2018-01 to 2018-04 · National Securities Corp · Norwalk, CT
- 2017-03 to 2017-10 · New York Life · New York, NY
- 2025-06 to Present · Lpl Enterprise LLC · White Plains, NY
- 2019-10 to 2020-06 · State Farm · Larchmont, NY
- 2020-06 to 2025-05 · Unemployed · Bronx, NY
- 2018-04 to 2019-09 · Unemployed · Bronx, NY
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
John Edward Davis is a financial advisor at Lpl Enterprise, LLC in White Plains, NY. Reported securities licenses include Series 63 and Series 66. The latest record indicates 1 year of industry experience and 17 years of reported work history. Reported roles include Unemployed, State Farm, National Securities Corp, G4S, among others.
SEC disclosures list additional business and community activities: 1) 1) 06/03/2025-John Davis-Financial Professional-Non-Variable Insurance/insurance Agency-Inv Related-At Bronx.
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
Location
360 Hamilton Ave, White Plains, NY 10601
29 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 704-733-3300
- Website: lpl.com/lpl-enterprise.html
Official record
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