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Being a fiduciary means that they have a legal responsibility — or fiduciary duty — to act in your best interest, manage your money carefully, keep your money separate from theirs and maintain ...
An asset management company is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives. For a fee, the company/firm provides more diversification , liquidity , and professional management consulting service than is normally available ...
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]
Simply put, a fiduciary is a person who is legally required to act in your best interest with your money. Given the compensation structure of most in the financial advisory field, this simple but ...
The company has a long history of working with military officers and currently offers advice on securities, with an emphasis on mutual funds, annuities, life insurance, and municipal funds (including Section 529 Plans). Through related companies, it offers insurance and banking products and services.
The brokerage offers a narrower selection of funds – just 23 as of April 2024 – but this selection may suffice for those looking to trade the most liquid names at one of the best brokers. E-Trade
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