Walter Waleed Cosmo
Investment adviser representative at LPL Enterprise, LLC
32 yearsExperience
2 statesRegistered in
$24.9BFirm assets
2 yearsFirm in business
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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
32 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaJan 2018 to now
- Pruco Securities, LLC.Jan 2018 to Nov 2024
- MML Investors Services, LLCMar 2017 to Dec 2017
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Dec 2017
- Metlife Securities Inc.Apr 1994 to Dec 2017
- Metropolitan Life Insurance CompanyApr 1994 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 2518712
- Firm CRD
- 8733