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2. Independent advisory firm - Wikipedia

   en.wikipedia.org/wiki/Independent_advisory_firm

   Following the financial crisis of 2007-08, there was a heightened sense of conflict of interest around the bulge bracket wall street banks. Dealogic recorded that the market share of U.S. boutiques hit 18% in the first half of 2015, up from 8% in 2008, with independent firms participating in six of the top 10 M&A deals. [7]

3. Wachovia Securities - Wikipedia

   en.wikipedia.org/wiki/Wachovia_Securities

   Wachovia Securities grew through the mergers of multiple companies. Its oldest predecessor company, Leopold Cahn & Co. was founded in 1879. One of main Wachovia Securities' predecessor companies was founded in 1934 as the investment firm of J.C. Wheat & Co. Wheat fostered growth through mergers, including the 1971 merger with First Securities that created Wheat First Securities, Inc. and the ...

4. NISA Investment Advisors - Wikipedia

   en.wikipedia.org/wiki/NISA_Investment_Advisors

   NISA Investment Advisors (NISA) is an American asset management firm headquartered in Clayton, Missouri. Despite the large size of its assets under management (AUM), the firm maintains a low profile.

5. How to Become an Independent Financial Advisor - AOL

   www.aol.com/become-independent-financial-advisor...

   Becoming an independent financial advisor is something you might consider if you're ready to step out of the traditional model and reshape your career path. Independence has its benefits, though ...

6. What Is an Independent Financial Advisor? - AOL

   www.aol.com/independent-financial-advisor...

   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 ...

7. Ask an Advisor: My Advisor Charges a 2% But Doesn't ... - AOL

   www.aol.com/ask-advisor-advisor-charges-2...

   My advisor charges a 2% fee for financial advice. He does not provide tax advice. My portfolio is currently worth around $850,000. Does this fee sound appropriate? – Tim Without knowing the full ...