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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 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 ...

  3. There’s a surprising bit of good news lurking in the stock market

    www.aol.com/surprising-bit-good-news-lurking...

    The benchmark S&P 500 index has added roughly 13% on average during Fed pause periods, according to LPL Financial data compiled by CNN spanning about 35 years and six stretches when rates have ...

  4. Fed Chair Jerome Powell has an ‘unfriendly’ message for ...

    www.aol.com/finance/fed-chair-jerome-powell...

    Quincy Krosby, chief global strategist for LPL Financial, told Fortune via email that Powell’s comments “underscored that the downward trajectory of inflation has essentially stalled. ...

  5. Invest Financial Corporation - Wikipedia

    en.wikipedia.org/wiki/Invest_Financial_Corporation

    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]

  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. Fortigent - Wikipedia

    en.wikipedia.org/wiki/Fortigent

    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 ...

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