Adam James Dake
Investment adviser representative at LPL Enterprise, LLC
12 yearsExperience
2 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
12 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaAug 2020 to now
- CountrymaxJun 2019 to now
- Pace Bootlegger Volleyball ClubNov 2018 to now
- Srf & AssociatesJan 2014 to now
- Pruco Securities, LLC.May 2020 to Nov 2024
- TseMay 2019 to Aug 2019
- Nazareth CollegeAug 2018 to May 2020
- Pinnacle Athletic ComplexMay 2018 to Aug 2018
- Virtual, Inc.Jan 2018 to May 2018
- Eddie O'brien'sJun 2017 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 7267356
- Firm CRD
- 8733