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Alex D

Series 63

Orchard Park, NY

LPL Enterprise

Alex Dorofy is a financial advisor with LPL Enterprise holding a Series 63 designation and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Geico. Outside of his advisory work, he owns Bee Run Honey, a business based in Lake View, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and various institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

Tax-loss harvesting
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Gregory C

Series 63, Series 65

Orchard Park, NY

LPL Enterprise

Gregory Croll is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves on the board of the Mathewson McCarthy Babe Ruth non-profit, where he is involved in teaching and coaching youth baseball. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance products.

Tax-loss harvesting
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Phillip T

Series 63, Series 66

Orchard Park, NY

LPL Enterprise

Phillip Tronolone is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is president of Harbor Media, an advertising agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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