William E Davis

Financial advisor at Lpl Enterprise, LLC · Greensboro, NC

Last updated 2026-10-10

Claim your profile

William E Davis is a financial advisor at Lpl Enterprise, LLC in Greensboro, NC, CRD 7871017. Licenses and exams on the registration: Series 66. IAPD registration began 2024-04-30.

Registration

CRD number
7871017
Registration status
Active
IAPD registration
2024-04-30
Industry Experience
2 years
Work Experience
12 years
States registered
NC

Licenses and exams

  • Series 66

Work history

  • 2024-01 to 2024-11 · Pruco Securities LLC · Greensboro, NC
  • 2021-08 to 2023-12 · Cogent Analytics · Greensboro, NC
  • 2018-08 to 2022-05 · High Point University · High Point, NC
  • 2014-08 to 2018-06 · Saint Charles Preparatory School · Bexley, OH
  • 2018-03 to Present · Billy D Industries LLC · Mount Vernon, OH
  • 2021-05 to 2021-07 · New Albany Organics · New Albany, OH
  • 2024-04 to Present · The Prudential Insurance Company of America · Greensboro, NC
  • 2024-11 to Present · Lpl Enterprise, LLC · High Point, NC

Current employment

SEC IAPD record for William E Davis

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

William E Davis is a financial advisor at Lpl Enterprise, LLC in Greensboro, NC. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 12 years of reported work history.

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, and 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, and 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

5587 Garden Village Way, Greensboro, NC 27410

4 advisors at this office.

Lpl Enterprise office in Greensboro, NC

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you William E Davis?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.