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Lisa C

Series 63, Series 65

Rockford, IL

LPL Enterprise

Lisa Capriotti Angileri is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She previously worked at Rockford Preferred Insurance Services LLC and Pruco Securities, LLC for over 20 years. Her background includes service and sales related to medical insurance and variable insurance products. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Tim S

Series 63, Series 65

Rockford, IL

LPL Enterprise

Tim Spinker is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 42 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked for Pruco Securities, LLC for 40 years. He is also involved in the insurance sector through Rockford Preferred Insurance Services, focusing on individual and employer-sponsored medical insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm emphasizes model-driven investment implementation, offers access to third-party asset managers, and supports a range of financial planning and consulting services.

Tax-loss harvesting
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