Benjamin Josef Adams
Investment adviser representative at LPL Enterprise, LLC
21 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
21 years in the industry.
- LPL Enterprise, LLCJul 2026 to now
- Guardian Life Insurance CompanyNov 2023 to Jul 2026
- Park Avenue Securities LLCNov 2023 to Jul 2026
- Mass Mutual Insurance CompanyAug 2022 to May 2024
- MML Investors Services, LLCAug 2022 to May 2024
- Bank of America, N.A.Jan 2020 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Aug 2022
- UspsMay 2019 to Nov 2019
- Southern New Hampshire UniversityAug 2016 to Dec 2019
- Ct Chiefs Youth Hockey OrganizationAug 2015 to Aug 2018
- Kingswood Oxford SchoolAug 2011 to Nov 2018
- Branford HallJun 2007 to Jun 2017
- Central Ct State UniversityDec 2005 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7201716
- Firm CRD
- 8733