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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 diversifying ...
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 $5.9 billion in annual revenue for the 2020 fiscal year.
Total equity. US$ 0 3,965.940 million (2018) [ 1] Number of employees. 2,297 (2018) [ 1] Website. pnfp .com. Pinnacle Financial Partners, Inc. is an American bank headquartered in Nashville, Tennessee operating in Tennessee, as well as North Carolina, South Carolina, Virginia, Georgia, and Alabama. [ 2]
“We don’t think it’s the start of a bear market,” Adam Turnquist, chief technical strategist at LPL Financial, told ABC News, ruling out the possibility of an outcome in which a stock ...
This is a list of major companies and organizations in the Charlotte metropolitan area, through corporate or subsidiary headquarters or through significant operational and employment presence in and around the American city of Charlotte, North Carolina.
About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving nearly 23,000 financial advisors, including advisors at approximately 1,100 institutions and at approximately 570 ...
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