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Christopher Michael Sheeler

LPL Enterprise, LLC

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About Christopher Michael Sheeler

Christopher Sheeler is an investment advisor representative with LPL Enterprise, LLC. Christopher has been working in the financial industry for over 15 years and has experience working at multiple firms including W&S Brokerage Services, Inc., Equity Services, Inc., and BB&T Investment Services, Inc. Christopher holds Series 6, 7, 26, 63 and 66 licenses and has a SIE exam. Christopher offers portfolio management for individuals and businesses, as well as financial planning and educational seminars.

Firm Information

Christopher Sheeler is currently registered with LPL Enterprise, LLC. LPL Enterprise, LLC is a Limited Liability Company registered in South Carolina and formed on May 25, 2023. They offer financial planning, educational seminars, portfolio management for individuals and businesses, and other consulting and non-discretionary advisory services. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. They have a total of 55 registered representatives and 12 investment advisor representatives. The firm participates in wrap fee programs.
LPL Enterprise, LLC

1055 LPL WAY

FORT MILL, SC 29715

Not reported

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Sheeler’s Registration & Firm History

MD

01/14/2025 - Present

LPL Enterprise, LLC (COCKEYSVILLE MD)

MD

09/13/2019 - 09/28/2022

W&S BROKERAGE SERVICES, INC. (OWINGS MILL MD)

MD

07/25/2018 - 08/20/2019

EQUITY SERVICES, INC. (TIMONIUM MD)

MD

05/04/2015 - 11/13/2017

BB&T INVESTMENT SERVICES, INC. (TIMONIUM MD)

MD

03/30/2015 - 04/29/2015

NYLIFE SECURITIES LLC (TIMONIUM MD)

MD

01/28/2014 - 03/10/2015

MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)

MD

01/14/2013 - 12/18/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)

MD

10/27/2005 - 12/04/2012

NYLIFE SECURITIES LLC (TIMONIUM MD)

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Licenses & Designations

BOTH

Issued 03/20/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2013

Series 7 - General Securities Representative Examination

BC

Issued 10/26/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christopher Michael Sheeler. Review regulatory record here.
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