Adam John Mcdonough

LPL Enterprise, LLC

17 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningTax PlanningDivorce PlanningInvestment Management

LPL Enterprise, LLC

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

Location

701 San Marco Blvd, Suite 7100, Jacksonville, FL, 32207

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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.

Employment History

Current Registrations

LPL Enterprise, LLC

November 2024 - Present · 1 yr 3 mos

LPL Enterprise, LLCBroker

November 2024 - Present · 1 yr 3 mos

Previous Registrations

Prudential Financial Planning Services

February 2014 - November 2024 · 10 yrs 9 mos

Pruco Securities, LLC.Broker

January 2014 - November 2024 · 10 yrs 10 mos

Metlife Securities INC.

October 2013 - January 2014 · 3 mos

Metlife Securities INC.Broker

July 2008 - January 2014 · 5 yrs 6 mos

Pruco Securities, LLC.Broker

January 2008 - June 2008 · 5 mos

State Registrations7 states

CACOFLGAILMAVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.