AC
AC

Adam Cox

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningDivorce PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2725 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

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Location

303 International Cir, Ste 105, Cockeysville, MD, 21030

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is involved in several business activities, including real estate rentals, owning a fitness business, tax preparation/accounting, and operating his LPL business under Prudential Advisors. He also works with a non-variable insurance agency, dedicating full-time hours to both the accounting and insurance roles.

Employment History
Current Registrations
LPL Enterprise, LLCBroker
April 2025 - Present · 10 mos
LPL Enterprise, LLC
April 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
August 2008 - February 2025 · 16 yrs 6 mos
Avantax Investment Services, INC.Broker
January 2007 - February 2025 · 18 yrs 1 mo
State Registrations9 states
CODCMDNJORPASCVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.