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2. Registered investment adviser - Wikipedia

   en.wikipedia.org/wiki/Registered_investment_adviser

   A registered investment adviser (RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely associated with the term ...

3. Cetera Financial Group - Wikipedia

   en.wikipedia.org/wiki/Cetera_Financial_Group

   www.cetera.com. Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...

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

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

   6. Check their professional credentials. Consumers looking for financial advisors should also check their professional credentials, seeking out well-recognized standards such as chartered ...

5. Edward Jones Investments - Wikipedia

   en.wikipedia.org/wiki/Edward_Jones_Investments

   Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations [7] and 19,000 financial advisors. [8] The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide. The firm focuses solely on individual investors and business ...

6. List of investment banks - Wikipedia

   en.wikipedia.org/wiki/List_of_investment_banks

   The following are the largest full-service global investment banks; full-service investment banks usually provide both advisory and financing banking services, as well as sales, market making, and research on a broad array of financial products, including equities, credit, rates, currency, commodities, and their derivatives.

7. National Association of Personal Financial Advisors - Wikipedia

   en.wikipedia.org/wiki/National_association_of...

   Website. napfa.org. National Association of Personal Financial Advisors (NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only financial advisors and has updated them to reflect ...