Boston, MA Lincoln St Office

Angela Kawai Chan is a financial advisor with LPL Enterprise based in Boston, MA. She holds a Series 66 designation and has six years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley Private Bank. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering services such as financial planning, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

Walter Kwan is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1991 until joining LPL Enterprise in 2024. Outside of his advisory role, he is involved with the Walter Kwan Insurance Agency Inc., focusing on property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, brokerage products, and insurance through an integrated platform, combining in-house investment programs with third-party asset management solutions.