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  2. Commonwealth Financial Network - Wikipedia

    en.wikipedia.org/wiki/Commonwealth_Financial_Network

    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]

  3. 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]

  4. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    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.

  5. How to choose a financial advisor: 6 tips for finding the ...

    www.aol.com/finance/choose-financial-advisor-6...

    Review financial advisor service types Robo-advisors Fees for robo-advisors are typically well below that of traditional advisors because you are getting very little, if any, contact with a human ...

  6. When is the best time to hire a financial advisor? - AOL

    www.aol.com/finance/best-time-hire-financial...

    You can hire a financial advisor for a one-time meeting, or to actively manage your entire investment portfolio. Some charge an hourly flat rate while others charge a percentage of the investments ...

  7. Is it worth paying a financial advisor to prepare for ... - AOL

    www.aol.com/finance/worth-paying-financial...

    An advisor can monitor and tweak your portfolio as needed, then meet with you once a year to review its performance and address any other financial goals or concerns.

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