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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.
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.
William P. Bengen is a retired financial adviser who first articulated the 4% withdrawal rate ("Four percent rule") as a rule of thumb for withdrawal rates from retirement savings; [1] it is eponymously known as the "Bengen rule". [2] The rule was later further popularized by the Trinity study (1998), based on the same data and similar analysis ...
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 ...
Here are eight ways you can benefit from working with a financial planner. 1. Creating a Long-Term Financial Plan. Well, it’s the reason you’re going to a financial planner in the first place ...
6. Check their professional credentials. Consumers looking for financial advisors should also check their professional credentials, seeking out well-recognized standards such as chartered ...
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