Harry Dale Matheney

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 10/2023
  Nylife Securities Llc
  Glen Allen, VA
• 06/2014 → 10/2023
  New York Life Insurance Co.
  Glen Allen, VA
• 10/2014 → 09/2016
  Community College Workforce Alliance
  Richmond, VA
• 09/2020 → 05/2021
  The Path Financial Strategies, Llc
  Glen Allen, VA
• 10/2023 → Present
  The Prudential Insurance Company Of America
  Glen Allen, VA
• 10/2023 → 11/2024
  Pruco Securities, Llc
  Glen Allen, VA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Glen Allen, VA

Previous Registrations

• 2023-12-22 → 2024-11-14
  Pruco Securities, Llc.
  Glen Allen, VA

Other Businesses

1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-18
• S63 Uniform Securities Agent State Law Examination
  2014-10-14

Designations

• Chartered Financial Consultant

Other Names

• Harry Dale Matheney
• Harry D. Matheney
• Dale Matheney
• Hdale Dale Matheney
• H Dale Matheney
• Harry Dale Matheney