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  2. LPL Financial - Wikipedia

    en.wikipedia.org/wiki/LPL_Financial

    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 ...

  3. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    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 ...

  4. Waddell & Reed - Wikipedia

    en.wikipedia.org/wiki/Waddell_&_Reed

    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.

  5. How to find a trusted retirement advisor: Factors to ... - AOL

    www.aol.com/finance/how-to-find-a-retirement...

    For retirement planning, your advisor may spend between 14 and 20 hours per year. That works out to an annual cost of $4,200 and $6,000. Commission-based fee. A percentage or flat fee per trade ...

  6. All You Need to Know About LPL Financial Holdings Inc. (LPLA ...

    www.aol.com/news/know-lpl-financial-holdings-inc...

    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).

  7. Best-Paying Places for Financial Advisors – 2022 Edition - AOL

    www.aol.com/finance/best-paying-places-financial...

    Providence-Warwick, Rhode Island-Massachusetts ranks in the top 15 metro areas for two metrics: average financial advisor pay ($122,300) and two-year change in advisor pay (15.99%).

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