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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 and Series 63 and 65 licenses. He has 37 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC since 1989. LPL Enterprise serves a diverse clientele that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a comprehensive platform combining advisory and brokerage services with access to model portfolios, third-party asset management, and a range of financial and insurance products.

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

Series 66

Oreland, PA

LPL Enterprise

Gregory Bruno is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has been involved with Rex Heat Treat since 2006. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to various managed portfolios, combining adviser programs with sales of other financial products including insurance.

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