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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.
LendingTree, Inc. is an online lending marketplace, founded in 1996 and headquartered in Charlotte, North Carolina.The business platform allows potential borrowers to connect with multiple loan operators to find optimal terms for loans, credit cards, deposit accounts, insurance, etc. LendingTree allows borrowers to shop and compare competitive rates and terms across an array of financial products.
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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 ]
If you see something you'd like to change while viewing the summary of your data, many products have a link on the top-right of the page to take you to that product. When you click the product "Your Account," for example, you can click Edit Account Info at the top of the page to access your account settings. From here, you can make changes.
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Step 1: Go to our homepage. Step 2: Click on your name or “Sign In” at the top right corner of the navigation bar. Step 3: Click on “Manage Account” in the dropdown. Step 4: Sign into your ...
Waddell & Reed Financial, Inc. was an American asset management and financial planning company founded in 1937 in Kansas City, Missouri. It was a publicly traded company from 1998 to 2021, and briefly had its headquarters in Overland Park, Kansas , and was planning a move back to Downtown Kansas City before the company was sold.