LPL FINANCIAL

Poplar PT Capital Management LLC, located in Burlingame, CA, offers investors tools and resources to replicate the portfolios of top global investors. Their platform provides access to a range of features including a 13F Stock Screener, backtesting capabilities, and an Excel add-in, designed to empower users to invest like Wall Street professionals at a more accessible price point. With a user-friendly interface, Poplar PT Capital Management enables clients to leverage detailed fund performance data and stock insights, enhancing their investment strategies. The company aims to bridge the gap between institutional investment expertise and individual investors by providing valuable analytics and research tools. Generated from the website

Primerica is a financial services company founded in 1977, dedicated to providing education and resources for personal finance aimed at Main Street families. The company's philosophy centers on offering straightforward financial products, such as term life insurance and investment solutions, to empower individuals in making informed money choices. With services that span across various states, Primerica emphasizes the importance of financial literacy through its educational materials and innovative strategies, like the Buy Term and Invest the Difference approach. The company operates as a network of independent representatives, ensuring that its offerings align with consumer needs and regulatory requirements. Generated from the website

Located in Burlingame, CA, Edward Jones Investments stands as a financial services firm dedicated to guiding individuals, families, and small businesses towards their investment objectives and financial planning aspirations. The firm prides itself on offering personalized advice, focusing on tailored solutions that span investment management, retirement and estate planning, and education savings programs. By maintaining a network of dedicated financial advisors nationwide, Edward Jones places a high value on fostering strong relationships between advisors and clients, providing consultations and continuous support to aid clients in preparing for the ever-changing stages of life. At Edward Jones Investments, the emphasis lies on individualized client attention, steering away from a one-size-fits-all approach to deliver customized strategies. By prioritizing thoughtful planning over generic transactions, the firm ensures accessibility to a diverse range of investors. Through their commitment to building unique approaches for each client, Edward Jones Investments makes the process of financial planning both personal and comprehensive, offering a helping hand in navigating the complexities of investment management. Generated using this brand's available information