Robert Milton Amos
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Robert Milton Amos? 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
11 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Pruco Securities LLCSep 2023 to Nov 2024
- EfinancialMar 2023 to Aug 2023
- Kelly ServicesJul 2022 to Feb 2023
- Robert AmosFeb 2020 to Jul 2022
- H&r BlockJan 2018 to Feb 2020
- Robert AmosJan 2017 to Jan 2018
- Accretive SolutionsApr 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 2205472
- Firm CRD
- 8733