Austin Merritt Willis

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

• 11/2022 → 06/2025
  Kestra Investment Services Llc
  Alpharetta, GA
• 07/2021 → 11/2022
  Caddiemaster Enterprises Inc
  Saint Simons Island, GA
• 04/2021 → 07/2021
  The Hawthorne Agency Inc
  Saint Simons Island, GA
• 11/2020 → 04/2021
  Robert N. Dunagan Jr. Allstate Agency
  Brunswick, GA
• 04/2020 → 11/2020
  Jenkins Risk Group Inc.
  Alpharetta, GA
• 01/2020 → 04/2020
  Schell & Hogan, Llp
  Saint Simons Island, GA
• 08/2015 → 01/2020
  Georgia Southern University
  Statesboro, GA
• 06/2025 → Present
  Lpl Enterprise Llc
  Atlanta, GA

Previous Registrations

• 2023-12-22 → 2025-06-10
  Kestra Advisory Services, Llc
  Atlanta, GA
  Alpharetta, GA
  Austin, TX
  Canton, GA

Exams

• S66 Uniform Combined State Law Examination
  2023-12-19

Designations

• Certified Financial Planner