James Patrick Craco
Investment adviser representative at LPL Enterprise, LLC
19 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
19 years in the industry.
- LPL Enterprise, LLCJan 2026 to now
- Sentinel Asset Management, LLCNov 2023 to Jan 2026
- Colonial LifeMay 2023 to Nov 2023
- UnemployedFeb 2022 to Apr 2023
- Oppenheimer & Co. Inc.Nov 2020 to Jan 2022
- UnemployedOct 2020 to Nov 2020
- Credit Agricole Securities (USA) IncJun 2020 to Sep 2020
- UnemployedJul 2019 to May 2020
- TD Securities (USA) LLCMay 2007 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
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
- 2657719
- Firm CRD
- 8733