Spinnaker Asset Management
46yrs
Top advisor by experience in Warwick
New
Wesley Witcher
Financial advisor at LPL Enterprise
Wesley Witcher is a fiduciary financial advisor in Warwick, Rhode Island, registered since Jul 2026. Wesley has been with LPL Enterprise since 2026. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 234 advisors with offices in Warwick, and one of 228 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office475 Kilvert Street Suite 135, Warwick, RI 02886
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowLPL Enterprise, LLCCurrent firm
Contact Wesley
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Wesley. 475 Kilvert Street Suite 135Warwick, RI 02886Office · Get directions Firm websitewww.lpl.com/lpl-enterprise.html
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Questions to ask Wesley
Tailored to Wesley’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Wesley
How do I contact Wesley?
Call LPL Enterprise at (704) 733-3300 and ask for Wesley Witcher. Wesley works from the Warwick, RI office.
How long has Wesley been a financial advisor?
Wesley is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does Wesley hold?
Series 66. Tap any license on this page to see what it allows.
Is Wesley a fiduciary?
Wesley is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wesley paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Wesley for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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