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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 ...
Investment company Sound View Wealth Advisors Group, LLC (Current Portfolio) buys Illinois Tool Works Inc, Schwab US Dividend Equity ETF, Vanguard S&P 500 ETF, Vanguard High Dividend Yield Indx ...
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.
Robert Pagliarini, MS, MA, EA, CDFA, CFP. Robert Pagliarini is the president of Pacifica Wealth Advisors, [1] has earned a PhD in financial and retirement planning, is a certified financial planner, an enrolled agent with the IRS and the best-selling author of The Six-Day Financial Makeover: Transform Your Financial Life in Less Than a Week.
Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States.
Wealth management strategies will vary based on the specific needs of the client. Overall, the reason to use a wealth management firm is to seek strategies to help maintain and grow your total wealth.
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