Cranford, NJ Office
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LPL Enterprise
Institution
Firm-wide stats for LPL Enterprise
About
LPL Enterprise, LLC serves a broad mix of clients — individuals (including high‑net‑worth clients), retirement plans, charitable organizations, corporations and other institutional clients — through both advisory and brokerage channels. Its services include financial planning and consulting, access to LPL’s Model Wealth Portfolios wrap program, third‑party asset management (TAMP) arrangements, and the ability to purchase a range of brokerage and insurance products through its broker‑dealer and affiliated insurance entity.
Investment advice is delivered primarily by investment adviser representatives (IARs) who use LPL’s research, model portfolios and third‑party portfolio strategists; MWP accounts provide discretionary implementation by LPL, while many TAMP arrangements are managed by third‑party sponsors or subadvisors. Financial planning engagements are typically non‑discretionary, point‑in‑time consultations, and IARs assist clients with program selection, account setup and ongoing monitoring where appropriate.
What is noteworthy relative to many peers is the firm’s integrated platform that combines adviser programs with active sales of other financial products — including insurance through an affiliated agency — and its role in LPL’s collateralized lending program (including the Secured Credit Account) where LPL may act as lender. The firm relies on co‑investment and referral relationships with TAMP sponsors and affiliated trust custodians rather than offering a standalone formal selection‑of‑other‑advisers service, and it discloses actual performance and third‑party ratings while not presenting hypothetical performance in its materials.
Based on LPL Enterprise
Location
29 Alden Street
Cranford NJ 07016
Advisors at this office
3
Advisors at this office
Alex L
Series 63, Series 65
Cranford, NJ
LPL Enterprise
Alex Lospinoso is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2011. Outside of his advisory role, he serves as the Executive Director of the Linden Economic Development Corporation, focusing on economic development initiatives in Linden, NJ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products via an integrated platform.
Vincent H
Series 63, Series 65
Cranford, NJ
LPL Enterprise
Vincent Hylka is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2007. Hylka also sells Medicare Supplement Insurance to clients upon request. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage capabilities.
James L
Series 63, Series 65
Cranford, NJ
LPL Enterprise
James Leuenberger is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 14 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include work in the sale and service of Prudential-sponsored property and casualty insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.
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