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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.
Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...
Millennials are the age demographic that comes after Gen X and before Gen Z, born anytime in the early 1980s to the late 1990s. And if you are doing the math, you know that means they are getting...
Ramsey was born in Antioch, Tennessee, to real estate developers. [2] He attended Antioch High School where he played ice hockey. At age 18, Ramsey took the real estate exam [2] and began selling property, working through college at The University of Tennessee, Knoxville, [2] where he earned a Bachelor of Science degree in Finance and Real Estate.
As of August 2016, Trump's economic advisors included: Tom Barrack, CEO of Colony Capital, inauguration chair, former Treasury contender, major donor [ 11] Andy Beal, banker, billionaire, professional poker player, major donor [ 11] Stephen Calk, CEO of the Federal Savings Bank, officer and helicopter pilot in the U.S. Army [ 12]
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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