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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, over US$1 trillion in advisory and brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.

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  4. Principal Financial Group - Wikipedia

    en.wikipedia.org/wiki/Principal_Financial_Group

    Principal Financial Group, Inc. View of the 801 Grand. The headquarters of its owner, Principal Financial Group is in the foreground at 711 High Street. Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, U.S.

  5. AOL Portfolios will be discontinued in 2019 - AOL Help

    help.aol.com/articles/aol-portfolios-will-be...

    AOL Portfolios has shut down its service as of January 8, 2019. You can still see your portfolio data by signing in to Yahoo Portfolios with your AOL account. 1. Go to Yahoo Finance. 2. Click Sign in. 3. Click the Sign in with AOL option. 4.

  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. Rockefeller Capital Management - Wikipedia

    en.wikipedia.org/wiki/Rockefeller_Capital_Management

    Website. rcm .rockco .com. Rockefeller Capital Management ( RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming .

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  9. LPL Financial Services, one of the country's largest independent brokerage firms, has filed for an IPO to raise as much as $600 million. The lead underwriters on the deal include Goldman Sachs (GS ...

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