Financial Adviser Stocks List
Symbol | Grade | Name | % Change | |
---|---|---|---|---|
OBDC | A | Blue Owl Capital Corporation | -0.12 | |
DHIL | C | Diamond Hill Investment Group, Inc. | -0.01 | |
AMK | D | AssetMark Financial Holdings, Inc. | 0.03 | |
NML | A | Neuberger Berman Energy Infrastructure & Income Fund, Inc. | 0.27 | |
LPLA | A | LPL Financial Holdings Inc. | 0.49 | |
SLF | C | Sun Life Financial Inc. | 0.81 | |
PTMN | B | Portman Ridge Finance Corporation | 0.89 | |
OBDE | B | Blue Owl Capital Corporation III | 0.91 | |
VOYA | C | ING U.S. Inc. | 0.93 | |
AEG | A | AEGON N.V. | 1.12 |
Related Industries: Asset Management Capital Markets Insurance - Diversified Insurance - Life Internet Software & Services
Related Stock Lists:
Disability
Financial Advisors
Investment Management
Business Development Company
Insurance
Retirement Products
Consulting Firm
Critical Illness
Direct Lending
Insurance Products
Investment Advisory Services
Registered Investment Adviser
Riversource
U.S. Securities And Exchange Commission
Wealth Management
Actuarial Science
Advisory And Related Services
Advisory Services
Affinity Groups
Annuities
Symbol | Grade | Name | Weight | |
---|---|---|---|---|
PBDC | A | Putnam BDC Income ETF | 12.65 | |
GK | C | AdvisorShares Gerber Kawasaki ETF | 4.58 | |
IAI | A | iShares U.S. Broker-Dealers ETF | 3.3 | |
FFND | B | The Future Fund Active ETF | 2.74 | |
KCE | A | SPDR S&P Capital Markets ETF | 2.64 |
Compare ETFs
Related Industries:
Asset Management
Capital Markets
Insurance - Diversified
Insurance - Life
Internet Software & Services
Related Stock Lists:
Disability
Financial Advisors
Investment Management
Business Development Company
Insurance
Retirement Products
Consulting Firm
Critical Illness
Direct Lending
Insurance Products
Investment Advisory Services
Registered Investment Adviser
Riversource
U.S. Securities And Exchange Commission
Wealth Management
Actuarial Science
Advisory And Related Services
Advisory Services
Affinity Groups
Annuities
- Financial Adviser
A financial adviser is a professional who suggests and renders financial services to clients based on their financial situation. In many countries financial advisers have to complete specific training and hold a license to provide advice. In the United States for example a financial adviser carries a Series 65 or 66 license and according to the U.S. Financial Industry Regulatory Authority (FINRA), license designations and compliance issues must be reported for public view. FINRA describes the main groups of investment professionals who may use the term financial adviser to be: brokers, investment advisers, accountants, lawyers, insurance agents and financial planners.
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