Daniel John Koval
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
3 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
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaDec 2023 to now
- Pruco Securities LLC.Dec 2023 to Nov 2024
- Massmutual Life Insurance CoOct 2022 to Nov 2023
- MML Investors Services, LLCOct 2022 to Nov 2023
- Prudential Insurance Company of AmericaMay 2019 to Oct 2022
- Pruco Securities, LLC.Jul 2018 to Oct 2022
- UnemployedOct 2017 to Jul 2018
- Rye Grill and BarAug 2017 to Oct 2017
- The Rye HouseMar 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (HI, NJ, SC).
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
- 6994355
- Firm CRD
- 8733