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Cary P
Series 63
Endwell, NY
LPL Enterprise
Cary Posner is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 33 years of industry experience. He worked for Pruco Securities, LLC for 31 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. Its investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and the firm offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.
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