Rafael Avramov
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.9BFirm assets
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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
11 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaOct 2023 to now
- Pruco Securities LLCOct 2023 to Nov 2024
- Northwestern Mutual Investment Services LLCNov 2022 to Sep 2023
- Northwestern Mutual Life Insurance CompanyOct 2022 to Sep 2023
- Eagle Stategies LLCDec 2017 to Oct 2022
- New York LifeMay 2015 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (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
- 6491268
- Firm CRD
- 8733