Kevin Scott Mcgraw
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
10 years in the industry.
- LPL Enterprise, LLCJan 2026 to now
- Photos By McgrawOct 2024 to now
- Optimal Home CareFeb 2025 to Oct 2025
- Charles Schwab Bank, SsbJun 2022 to Feb 2025
- Charles Schwab & Co., Inc.May 2019 to Feb 2025
- Service Software / XactwareNov 2016 to May 2019
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6689050
- Firm CRD
- 8733