Daniel Coleman Parker
Investment adviser representative at LPL Enterprise, LLC
10 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
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaFeb 2019 to now
- Pruco Securities, LLC.Aug 2018 to Nov 2024
- Sports Officials Association, LLCApr 2018 to Nov 2024
- Palmetto Basketball OfficialsDec 2017 to Nov 2024
- UnemployedJun 2017 to Dec 2017
- Coaches Athletic ProgramApr 2017 to Jun 2017
- UnemployedFeb 2017 to Apr 2017
- Williamson County Parks and RecreationAug 2016 to Feb 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 1 state (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
- 7023533
- Firm CRD
- 8733