Robert F Coon
Investment adviser representative at LPL Enterprise, LLC
16 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Robert F Coon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- LPL Enterprise, LLCJan 2026 to now
- UnemployedJul 2025 to Jan 2026
- Wells Fargo Clearing Services, LLCJun 2021 to Jul 2025
- Wells Fargo Bank, NAMay 2021 to Jul 2025
- Bank of America, N.A.Jun 2019 to May 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to May 2021
- Wells Fargo Clearing Services, LLCNov 2016 to May 2019
- Wells Fargo Advisors LLCMay 2010 to Nov 2016
- Wachovia Bank, N.A.Apr 2010 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1453948
- Firm CRD
- 8733