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2. Cetera Financial Group - Wikipedia

   en.wikipedia.org/wiki/Cetera_Financial_Group

   San Diego, CA 92101: Key people. ... is an independent wealth hub and financial services ... The new community will be rebranded as Cetera Wealth Management Group, a ...

3. Commonwealth Financial Network - Wikipedia

   en.wikipedia.org/wiki/Commonwealth_Financial_Network

   Commonwealth opened its San Diego office. 2009 Wayne Bloom, a 20-year Commonwealth veteran and managing principal since 1999, succeeds Joseph Deitch as CEO. Mr. Deitch remains chairman of the firm. 2013 Rich Hunter, a 25-year Commonwealth veteran and managing principal since 1996, is appointed president and COO.

4. 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, [4] over US$1 trillion in advisory and brokerage assets, [5] and generated approximately $10.3 billion in annual revenue for the 2023 fiscal year. [6]

5. What is wealth management and do you need it? - AOL

   www.aol.com/finance/wealth-management-231826568.html

   Wealth management is a comprehensive service focused on taking a holistic look at a client’s financial picture, including services such as investment management, financial planning, tax planning ...

6. Encore Capital Group - Wikipedia

   en.wikipedia.org/wiki/Encore_Capital_Group

   Encore Capital Group's subsidiary company, Midland Credit Management, Inc., through which it purchases all of its debt, was founded in 1953 and was incorporated in Kansas in September 1953. In 1998, an investor group led by Nelson Peltz and Peter May and Kerry Packer of Consolidated Press International Holdings Limited, acquired a majority ...

7. Osaic - Wikipedia

   en.wikipedia.org/wiki/Osaic

   Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...