Adam Cox
Investment adviser representative at LPL Enterprise, LLC
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- LPL Enterprise, LLCApr 2025 to now
- Metro Fitness IncOct 2014 to now
- Hughes Network Systems, LLCMay 2014 to Oct 2022
- Avantax Advisory ServicesAug 2008 to Feb 2025
- Avantax Insurance Agency, LLCJan 2008 to Feb 2025
- Avantax Investment Services, Inc.Sep 2006 to Feb 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 5216517
- Firm CRD
- 8733