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Adam Cox

LPL Enterprise, LLC
19 Years of Experience
Cockeysville, MD
BrokerSells Insurance
View SEC Summary
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Adam Cox is a registered investment advisor at LPL Enterprise, LLC, based in Cockeysville, MD, with 19 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3131 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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 · 1 yr 6 mos
LPL Enterprise, LLC
April 2025 - Present · 1 yr 6 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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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