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Salient Partners was a private equity firm based in Houston, Texas, with offices in New York City, San Francisco and Newport Beach.The firm's strategies included emerging markets, [1] real estate investment trusts (REITs), master limited partnership (MLPs) investments, [2] managed futures, [3] risk parity funds, [4] and liquid alternative investments. [5]
Eddie was the lead and central character in the marketing campaign of the Principal Financial Group from 2005 to 2015. Eddie's television and print ads often depicted him facing challenges and using the Principal Edge logo to solve his financial, business, and everyday life problems.
Stanford Capital Management, investment adviser, based in Houston [1] Stanford Group Company, broker-dealer, based in Houston; Stanford International Bank, was started in 1986 in Montserrat where it was called Guardian International Bank. Allen Stanford relocated its operations to Antigua. [12]
1. Morgan Stanley. Morgan Stanley is one of the old guard of Wall Street, tracing its origins back to 1935. The company has a robust private wealth management division full of financial advisors ...
Forvis Mazars offers advisory, assurance, audit and tax services, including state and local tax, international tax, real estate cost segregation, transfer pricing, wealth management, employee benefit plans, valuation services, business transition services and information technologies.
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]
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