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  2. Ray Lucia - Wikipedia

    en.wikipedia.org/wiki/Ray_Lucia

    Raymond Joseph Lucia, Sr. is an American former Certified Financial Planner, [1] former Registered Investment Advisor, [2] author, radio personality and television host. [3] He is host of The Ray Lucia Show, a nationally syndicated radio and television financial talk show on the Business Talk Radio Network and the Biz Television network.

  3. Commonwealth Financial Network - Wikipedia

    en.wikipedia.org/wiki/Commonwealth_Financial_Network

    Commonwealth Financial Network is a privately held Registered Investment Adviser–independent broker/dealer based in Waltham, Massachusetts, and 110 Plaza in San Diego, California, and a new office to be opened in 2024 in Cincinnati, Ohio. [1] The company was founded in 1979 by Joseph S. Deitch and was incorporated under the name Commonwealth ...

  4. LPL Financial - Wikipedia

    en.wikipedia.org/wiki/LPL_Financial

    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.

  5. 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 ...

  6. I’m a Financial Planner: 8 Mistakes To Avoid When ... - AOL

    www.aol.com/finance/m-financial-planner-8...

    Attempting To Build Wealth All at Once. “When your family doesn’t have the wealth, you try to build it all at once,” Hall said. He said this creates undue pressure and you take on ...

  7. What Is a Financial Planner and When Do You Need One? - AOL

    www.aol.com/finance/financial-planner-one...

    A financial planner is a type of financial advisor whose main role is to help clients plan for the future. When you hire a financial planner, you gain access to a trained professional who can help ...

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