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Randall Blake Barkhurst

LPL Enterprise, LLC

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About Randall Blake Barkhurst

Randall Barkhurst is an investment advisor representative with LPL Enterprise, LLC. Randall has been in the financial services industry since 1990 and is currently registered to offer securities and investment advisory services in Oregon, Texas, Arizona, California, Hawaii, Idaho, Minnesota, North Carolina, South Dakota, and Washington. Randall has passed the Series 6, 7, 63, and 65 examinations, and the SIE exam. Randall also holds several professional designations. Randall provides a variety of financial services, including financial planning, portfolio management, and consulting. In addition to his role as an investment advisor representative with LPL Enterprise, LLC, Randall also provides non-variable insurance services with Hudson Insurance and Columbia Benefit Solutions.

Firm Information

Randall Barkhurst 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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Randall Barkhurst’s Registration & Firm History

OR

11/14/2024 - Present

LPL Enterprise, LLC (TUALATIN OR)

NJ

12/17/1990 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 12/10/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2016

Series 7 - General Securities Representative Examination

BC

Issued 12/13/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Randall Blake Barkhurst. Review regulatory record here.
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