Gentry Lavence Anderson

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

• 10/2011 → 10/2018
  Axa Advisors, Llc
  Austin, TX
• 05/2024 → Present
  The Prudential Insurance Companyt Of America
  Houston, TX
• 05/2024 → 11/2024
  Pruco Securities Llc.
  Houston, TX
• 11/2024 → Present
  Lpl Enterprise, Llc
  The Woodlands, TX
• 10/2018 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX

Previous Registrations

• 2024-05-20 → 2024-11-14
  Pruco Securities, Llc.
  Houston, TX
  The Woodlands, TX
• 2019-01-15 → 2024-05-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  New York, NY
  The Woodlands, TX

Other Businesses

1) 09/11/2024 - Omni Market Worldwide, LLC - Public speaker on fatherhood, motivational, personal development, team development, business, sales training, business, and consulting. Produce written materials, Audio/visual content related to the topic areas. This may include authoring books, workbooks, resource tools, and/or training videos - Speaker/ Seminar/ Workshops - Non Inv Related - At THE WOODLANDS, TX - Start Date 07/01/2021 - 40hrs/mth - 0hrs/mth During Trading 2) 09/11/2024 - Gentry Anderson - Serve in the church assisting with community events, church service (prayer), and teaching/training Christian principles - Non-profit volunteer (not on board) - Non Inv Related - At THE WOODLANDS, TX - Start Date 07/01/2021 - 40hrs/mth - 0hrs/mth During Trading 3) 09/05/2024 - Gentry L. Anderson, LLC DBA Gentry Anderson Ministries - Ordained minister perform weddings, funerals, christenings, writing content, and speak for Christian events - Non Inv Related - At THE WOODLANDS, TX - Start Date 08/08/1998 - 20hrs/mth - 0hrs/mth During Trading 4) 09/05/2024 - Enterprise Legacy Wealth Advisors, LLC - Full-Service DBA - Marketing and sales of financial services and planning services - DBA for LPL Business (entity for LPL business) - Inv Related - At THE WOODLANDS, TX - Start Date 06/17/2024 - 160hrs/mth - 120hrs/mth During Trading

Exams

• S66 Uniform Combined State Law Examination
  2019-01-12
• S63 Uniform Securities Agent State Law Examination
  2009-01-06

Other Names

• Gentry Lavence Anderson
• Gentry Anderson
• Gentry L Anderson