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[PDF File]WORKING WITH AN LPL FINANCIAL ADVISOR
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LPL Financial is a registered investment advisor and a broker/dealer, which means that an LPL advisor can offer you both investment advisory and brokerage services. We want to make sure you’re aware of some of the important considerations to take into account when

[PDF File]Page 2017 Software Survey
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2017 T3/Inside Information/Advisor Perspectives Software Survey Page 2017 Software Survey An analysis of the market share and user satisfaction rates in the financial planning/investment advisor …

[PDF File]BEST’S FINANCIAL STRENGTH RATING GUIDE – (FSR)
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BEST’S FINANCIAL STRENGTH RATING GUIDE – (FSR) A Best’s Financial Strength Rating (FSR) is an independent opinion of an insurer’s financial strength and ability to meet its ongoing insurance policy and contract obligations.

[PDF File]Guide to Reading Your Morgan Stanley Statement
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Guide to Reading Your Morgan Stanley Statement Your account statement is a valuable resource that provides the information you need as you work with your Financial Advisor towards realizing your financial objectives.

[PDF File]THE DEAL 21 Australia's Top 50 in association with ...
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Financial Advisers in association with How we did it The inaugural version of the Top 50 survey comprises 73 questions covering everything from the financial performance of the advisers’ practices to their credentials, their education, and their charitable and philanthropic work. The goal of the ratings is …

[PDF File]Financial Strength & Ratings for AGL
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Financial Strength & Ratings for AGL Helping individuals achieve financial security We are committed to helping protect the financial security of you and your family. All guarantees are backed by the claims-paying ability of American General Life Insurance Company. Financial Strength AGL is financially strong with $161 billion in total

[PDF File]’s 2016 B-D Ranking
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*for fiscal year 2015 ending 9/30/15. **as reported in Financial Advisor’s ranking last year. 2015 GRoSS REVENUE RANk FIRM NAME GRoSS REVENUE PER REP 2015 GRoSS REVENUE PER

[PDF File]The Fiduciary Pyramid - Advisor Perspectives
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3. Is a financial advisor a fiduciary? There is a distinction between a RIA and a generic advisor who may be a RIA, a broker or another related advisor in the general financial arena. An advisor can be a fiduciary under common law, in general, and if associated with a broker, as above. Only RIAs are automatically accountable to the Adviser’s Act.

[PDF File]FEATURE | BROKER-DEALER REVIEW AND RANKING FA’s …
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*A Member Of Advisor Group. **A Member Of Cetera Financial Group. ***A Member Of Ladenburg Thalmann. 53 Prospera Financial Services 135 52.2 386,855 up to 99% 7,738.2

[PDF File]GLOBAL M&A MARKET REVIEW
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network of over 800 financial and legal advisory firms, ensuring an accurate reflection of key market trends. Our quarterly league table rankings are a leading benchmark for legal and financial advisory performance, and our Bloomberg Brief newsletter provides summary highlights of weekly M&A activity and top deal trends.

Financial advisor ratings and reviews