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Craig W

Series 66

Wall, NJ

LPL Financial

Craig Weinstock is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and previously worked at INVEST Financial Corporation from 2015 to 2018. Outside of his advisory role, he owns a CPA firm focused on tax preparation and accounting as well as a non-variable insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management options delivered through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Leonard L

Series 63, Series 66

Wall Township, NJ

LPL Financial

Leonard Ludovico is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Cuso Financial Services, Sorrento Pacific Financial, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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