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David B

ChFC®, Series 63, Series 65

Oreland, PA

LPL Enterprise

David Bruno is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm provides investment advisory and brokerage services, utilizing model-driven investment strategies and offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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Gregory B

Series 66

Oreland, PA

LPL Enterprise

Gregory Bruno is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has longstanding involvement with Rex Heat Treat, where he has worked for 20 years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
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