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Commonwealth Financial Network is a privately held Registered Investment Adviser–independent broker/dealer based in Waltham, Massachusetts, and 110 Plaza in San Diego, California, and a new office to be opened in 2024 in Cincinnati, Ohio. [1]
In April 2019, Cetera completed the purchase of select assets of Foresters Financial’s U.S. broker-dealer and investment advisory business, rebranding it and the 43 branches it comprises as Cetera Investors. [27] In June 2021, Cetera completed the acquisition of assets related to Voya Financial Advisors’ independent financial planning channel.
Independent financial advisors can advise on various topics, including investments, budgets, insurance, retirement projections, tax plans and debt management. You can work with an independent ...
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]
Based in San Diego, California, Altegris was founded in 2002, by Jon Sundt, Matt Osborne, Robert Amedeo and Richard Pfister. Altegris is currently led by Matt Osborne who serves as chief executive officer and chief information officer. [2]
An independent financial advisor can be either an investment advisory firm or an individual financial advisor. While their services are typically similar to those of any other advisor, independent ...
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