Orchard Park, NY Lake Avenue 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
6455 Lake Avenue, Suite D
Orchard Park NY 14127
Advisors at this office
3
Advisors at this office
James M
ChFC®, Series 66
Orchard Park, NY
LPL Enterprise
James Murphy Jr. is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at firms including Prudential Insurance Company of America and Mutual of Omaha. In addition to his advisory role, he operates JPMurphyJR LLC, advising clients on Medicare insurance. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through its integrated advisory and brokerage platform.
Andrew P
Series 63
Orchard Park, NY
LPL Enterprise
Andrew Piatek is a financial advisor with LPL Enterprise, holding a Series 63 designation and 10 years of industry experience. He has worked at Prudential Insurance Company of America since 2015 and joined LPL Enterprise in 2024. 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, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.
Chau C
Series 66
Orchard Park, NY
LPL Enterprise
Chau Casillas is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Casillas held positions with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, Casillas has experience managing a small business, Divine Nail Spa Inc. 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, model portfolio programs, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines advisor programs with active sales of financial products.
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