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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, [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]

  3. Invest Financial Corporation - Wikipedia

    en.wikipedia.org/wiki/Invest_Financial_Corporation

    Invest Financial Corporation was an American broker/dealer that operated between 1982 and 2018 when it was acquired by LPL Financial. [1]Invest supervised and supported both financial institutions and independent registered representatives who offered advisory services, investment and insurance products. [1]

  4. Jeffrey A. Goldstein - Wikipedia

    en.wikipedia.org/wiki/Jeffrey_A._Goldstein

    He became chief financial officer of the World Bank in 2003, where he was a member of the Management Committee responsible for corporate leadership and strategy. Mr. Goldstein also oversaw the Bank's work with its client countries in strengthening financial and capital market systems. He helped lead the World Bank's relationship with the G-8 ...

  5. 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).

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  7. Fraud Files: When 'Immaterial' Financial Errors Hide Real ...

    www.aol.com/news/2010-10-04-fraud-files...

    For example, suppose the CFO of a company gets caught stealing $10,000 via his expense reports.The company's annual revenue is $1 billion, so in comparison, this theft is a minuscule amount ...

  8. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A financial adviser or financial advisor is a ... the largest IBD firm by revenue was LPL Financial followed by ... The anti-fraud provisions of the ...

  9. Atlanta woman loses $120K to fake financial adviser - AOL

    www.aol.com/finance/atlanta-woman-loses-120k...

    Atlanta woman loses $120K to fake financial adviser — here are the warning signs of investment fraud. Danielle Antosz. September 17, 2024 at 4:17 AM ...