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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, over US$1 trillion in advisory and brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.
Waddell & Reed Financial, Inc. was an American asset management and financial planning company founded in 1937 in Kansas City, Missouri. It was a publicly traded company from 1998 to 2021, and briefly had its headquarters in Overland Park, Kansas , and was planning a move back to Downtown Kansas City before the company was sold.
US$ 16.125 Billion (Fiscal Year Ended December 31, 2021) [1] Number of employees. ~18,600 (As of December 31, 2022) [1] Subsidiaries. Principal Mutual Fund. Website. principal .com. Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, U.S.
The company is a provider of fully disclosed, omnibus, and non-disclosed broker accounts and provides correspondent clearing services to 200 introducing brokers worldwide, as of 2014. As of February 2022, the company serves 1.76 million customers, with US$348.5 billion in customer equity.
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Financial services, stocks & bonds, mutual funds, fixed & variable annuities. Revenue. $237 million USD (2012) Number of employees. 165 (2018) Website. www .investfinancial .com. Invest Financial Corporation was an American broker/dealer that operated between 1982 and 2018 when it was acquired by LPL Financial. [1]
Cambridge Investment Research. Cazenove (stock broker) Choice international limited. Close Brothers Group. Commercial mortgage broker. Commodity broker. Commonwealth Financial Network.
Huntington officials later confirmed it and gave her account a temporary increase in her interest rate to 5% as a centenarian present for her 98-year loyalty to Huntington and the Chillicothe branch's predecessor, Savings Bank. In 1983, the bank acquired Cleveland-based Union Commerce Bank.