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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.
Invest Financial Corporation was an American broker/dealer that operated between 1982 and 2018 when it was acquired by LPL Financial. [ 1 ] Invest supervised and supported both financial institutions and independent registered representatives who offered advisory services, investment and insurance products . [ 1 ]
Private. [ 1] Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...
LPL Financial Holdings Inc. (LPLA) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
An advisor can adjust your financial plan and help you avoid costly pitfalls along the way. “When the stakes are high, it makes the most sense to hire an advisor,” says Justin Pritchard, a ...
John Browning, a financial advisor and founder of Guardian Rock Wealth, said that a lesser-known challenge of budgeting apps is that they may “inadvertently encourage budget micromanagement.”
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