Cole Mccain Draper
Investment adviser representative at LPL Enterprise, LLC
12 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
12 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Co. of AmericaJul 2023 to now
- Pruco Securities, LLCJul 2023 to Nov 2024
- Mcadam LLCMay 2021 to Jul 2023
- Cutco CutleryMay 2019 to Jan 2020
- Strauss Attorneys PllcMay 2018 to Jan 2019
- University of North Carolina At Chapel HillAug 2017 to May 2021
- Tc Roberson High SchoolAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, 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
- 7447184
- Firm CRD
- 8733