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But finding a financial advisor near you isn’t always easy. Simply typing “financial advisor near me” into Google may net a slew of results — maybe too many results. The thought of ...
In June 2021, Cetera completed the acquisition of assets related to Voya Financial Advisors’ independent financial planning channel. The new business was branded Cetera Wealth Partners. [28] In January 2023, Cetera entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group, Inc.
Financial Planning Association is a trade organization for CFPs that allows you to search its members by name or location. You can compare results based on specialty and how they structure their ...
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 ...
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Cetera (2023–present) Website: avantax.com: Avantax is a tax-focused independent broker-dealer in the United States. On November 28, 2023, Cetera completed the ...
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