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Edelman Financial Services, a financial advisory firm, was founded in 1986 [8] by married couple Jean and Ric Edelman. [9] Sanders Morris Harris Group, a publicly traded wealth management firm, [10] purchased a majority stake of Edelman Financial Services in 2005. [11]
Additionally, use the free FINRA Broker Check to learn the employment history, complaints, licensing information, and more. If there is a red flag, it may be best to look elsewhere. If there is a ...
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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]
In 1979, the company opened its first office outside the continental U.S., in Hawaii; three years later international operations began with an office in Germany. [7] A charitable foundation, now known as the First Command Educational Foundation, began in 1983.
As a fiduciary, the company has an obligation to always act in the best interests of its clients, putting their needs before its own. [12] [13] Fiduciary Trust Company International has been recognized for its commitment to this principle, including being named one of the best trust companies in the United States by Trusts & Estates magazine. [14]
The company was founded on January 6, 1914, when Charles E. Merrill opened Charles E. Merrill & Co. for business at 7 Wall Street in New York City. [11] A few months later, Merrill's friend, Edmund C. Lynch, joined him, and in 1915 the name was officially changed to Merrill, Lynch & Co. [12] At that time, the firm's name included a comma between Merrill and Lynch, which was dropped in 1938. [13]
Hightower was co-founded in 2007 by Elliot Weissbluth, Larry Koehler, Daniel Lidawer and Drew Kornreich. The firm was founded for broker-dealer advisors who wanted to move to an independent firm that still received the support of a big firm but without the negative press and conflicts of interest of needing to recommend products that their employer required them to sell.
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