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  2. List of business and finance abbreviations - Wikipedia

    en.wikipedia.org/wiki/List_of_business_and...

    For example, $225K would be understood to mean $225,000, and $3.6K would be understood to mean $3,600. Multiple K's are not commonly used to represent larger numbers. In other words, it would look odd to use $1.2KK to represent $1,200,000. Ke – Is used as an abbreviation for Cost of Equity (COE).

  3. Prime brokerage - Wikipedia

    en.wikipedia.org/wiki/Prime_brokerage

    Prime brokerage is the generic term for a bundled package of services offered by investment banks, wealth management firms, and securities dealers to hedge funds which need the ability to borrow securities and cash in order to be able to invest on a netted basis and achieve an absolute return.

  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. How to prep your investment tax documents for tax day - AOL

    www.aol.com/finance/prep-investment-tax...

    A 1099-INT may appear on your brokerage statement: It can be easy to overlook, but your broker typically has a 1099-INT for interest payments, so record that income.

  6. What Is a Brokerage Account and How Does It Work? - AOL

    www.aol.com/brokerage-account-does-215342405.html

    Brokerage accounts let investors buy or sell stocks, mutual funds and other assets. Learn about types of brokerage accounts and what to consider before opening one. What Is a Brokerage Account and ...

  7. The Danger Lurking in Your Next Brokerage Statement - AOL

    www.aol.com/2013/06/24/the-danger-lurking-in...

    Most of our readers at the Motley Fool take more than a passing interest in their investments, keeping up to date on events hitting the financial markets. But for millions of Americans, the first ...

  8. Securities account - Wikipedia

    en.wikipedia.org/wiki/Securities_account

    A securities account, sometimes known as a brokerage account, is an account which holds financial assets such as securities on behalf of an investor with a bank, broker or custodian. Investors and traders typically have a securities account with the broker or bank they use to buy and sell securities.

  9. Custodial account - Wikipedia

    en.wikipedia.org/wiki/Custodial_Account

    If Article 8 is set aside and the brokerage account is considered purely under principles of common law, there is a possibility of construing the collection of brokerage accounts in the intermediated custodial holding chain as a collection of directed agency nominee trusts. According to this legal theory, each securities position with respect ...