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Wesley W

Series 66

Providence, RI

LPL Enterprise

Wesley Witcher is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has no prior industry experience but has worked in various roles including at IRA Green Inc, W.B. Mason Company Headquarters, and Johnson and Wales University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with discretionary authority granted to portfolio managers and offers access to third-party asset managers and financial planning services.

Tax-loss harvesting
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Cristian W

Series 66

Providence, RI

LPL Enterprise

Cristian Witcher is a Series 66 licensed financial advisor with LPL Enterprise, based in Providence, RI, and has two years of industry experience. Prior to joining LPL Enterprise, he held roles at Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he is employed as a floor sales associate at Brooks Brothers. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and insurance products through affiliated entities.

Tax-loss harvesting
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