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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 ]
Fortigent. Fortigent, LLC began in 1994 when Jamie McIntyre and Steve Lockshin collaborated to create CMS Financial Services, [1] [2] a wealth management, consulting and performance reporting firm based in Rockville, Maryland. [3] CMS Financial Solutions focused on implementing absolute return and hedge fund strategies as a means of ...
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 ...
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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 ...
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