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LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 [2] and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, [3] over US$1 trillion in advisory and brokerage assets, [4] and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.
For retirement planning, your advisor may spend between 14 and 20 hours per year. That works out to an annual cost of $4,200 and $6,000. Commission-based fee. A percentage or flat fee per trade ...
The number of clients a financial advisor has depends largely on the advisor. Again, a typical client count is anywhere from 50 to 150 but there are several variables that can influence the actual ...
Here are six tips to help you choose a trustworthy financial advisor that you can rely on. 1. Identify why you need an advisor. Before you choose an advisor, you’ll want to spend some time ...
A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and ...
A retirement advisor focuses on the most relevant issues for clients planning their finances leading up to and during retirement. Research has shown a good financial advisor can increase your ...
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