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Eric L

Series 63, Series 65

Riverdale, NJ

LPL Enterprise

Eric Levens is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is involved in insurance-related activities through Prudential, focusing on life, annuity, long-term care, disability, and property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable 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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George B

Series 63, Series 65

Riverdale, NJ

LPL Enterprise

George Barnes is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Barnes serves as a board member of the Yana Foundation and is an assistant basketball coach for Montville Recreation. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and trust services.

Tax-loss harvesting
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John B

Series 63, Series 65

Riverdale, NJ

LPL Enterprise

John Barbary is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 36 years of industry experience. He previously worked at Pruco Securities, LLC for 34 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment implementation is primarily model-driven, with services that include financial planning, access to third-party asset managers, and participation in a wrap program.

Tax-loss harvesting
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Neil B

Series 66

Riverdale, NJ

LPL Enterprise

Neil Burke is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has six years of industry experience, including a 25-year tenure at Prudential Insurance Company. Burke operates a non-variable insurance agency alongside his advisory role. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven portfolios developed by LPL’s Research Department and third-party strategists and offers access to third-party asset managers and financial planning services.

Tax-loss harvesting
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