Virgil Sales

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

• 01/1981 → Present
  Prudential Insurance Company Of America
  East Providence, RI
• 01/1981 → 11/2024
  Pruco Securities, Llc.
  East Providence, RI
• 11/2024 → Present
  Lpl Enterprise, Llc
  East Providence, RI

Previous Registrations

• 2001-12-11 → 2024-11-14
  Pruco Securities, Llc.
  East Providence, RI
  East Providence, RI

Other Businesses

1) 08/29/2024- Sales Financial Services Inc.- Commercial Property and Casualty Insurance- INV Related- East Providence, RI- Start Date 03/08/2021- 10hrs/mth- 10hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1984-02-18

Other Names

• Virgil Jr Sales