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James M

ChFC®, Series 66

Orchard Park, NY

LPL Enterprise

James Murphy Jr. is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at firms including Prudential Insurance Company of America and Mutual of Omaha. In addition to his advisory role, he operates JPMurphyJR LLC, advising clients on Medicare insurance. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through its integrated advisory and brokerage platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Andrew P

Series 63

Orchard Park, NY

LPL Enterprise

Andrew Piatek is a financial advisor with LPL Enterprise, holding a Series 63 designation and 10 years of industry experience. He has worked at Prudential Insurance Company of America since 2015 and joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Chau C

Series 66

Orchard Park, NY

LPL Enterprise

Chau Casillas is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Casillas held positions with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, Casillas has experience managing a small business, Divine Nail Spa Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines advisor programs with active sales of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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