Orange, CT Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

2

Of 3,118 advisors across 856 offices

Location

Orange CT

Advisors at this office

2

Advisors at this office

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Glenn L

CFP®, Series 63, Series 65

Orange, CT

LPL Enterprise

Glenn Levine is a CFP® professional with 43 years of industry experience. He is currently affiliated with LPL Enterprise and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC. Additionally, he operates Glenn A. Levine Insurance & Financial Services, specializing in non-variable insurance products. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors. The firm provides financial planning, consulting, and brokerage services through an integrated platform that combines advisory programs with insurance and lending products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Timothy M

Series 63, Series 65

Orange, CT

LPL Enterprise

Timothy Macdonald is a financial advisor with LPL Enterprise in Orange, CT, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also the owner of The Floor Store, a retail business specializing in soft and hard flooring installation. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering services through advisory and brokerage channels. The firm provides access to model wealth portfolios, third-party asset management, and a range of financial products supported by its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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