Plan 4, Inc
Plan 4 has one mission: to assist you in reaching your financial goals. Our advisors are specifically trained to simplify the most complex financial planning issues facing individuals and families today. We strive to learn about you and help you to make your most valued goals a reality. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org)/ SIPC (sipc.org). The financial professionals associated with Plan 4, Inc may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
7-day free trial · no credit card
Verified contacts
6
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 6 verified contacts at Plan 4, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- CL
Carol Leoffler
Client Services Manager · Customer/Client Service
EmailPhone - AM
Amanda Murray
Lpl Financial Advisor · Sales & Business Development
EmailPhone - CC
Christopher Castiglia
Lpl Financial Advisor · Sales & Business Development
EmailPhone - AS
Alfred S. Russo
President · General Business & Management
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Plan 4, Inc
5 distinct titles indexed · top 5 shown.
- 2lpl financial advisor
- 1administrative assistant
- 1client services manager
- 1independent certified financial plannertm professional
- 1president
Sign up to unlock all 6 contacts at Plan 4, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 6 verified contacts at Plan 4, Inc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.