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How To Use BrokerCheck To Evaluate A Financial Advisor’s Credentials

WiserAdvisor

This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. The Securities and Exchange Commission’s (SEC) website is also beneficial in gathering details on investment advisors and firms.

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Midyear Outlook 2022 | Navigating Turbulence | July 12, 2022

James Hendries

Please reach out to your trusted financial advisor with any questions. Click here to download the complete publication. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.

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Where Will Housing Go From Here? | Weekly Market Commentary | August 22, 2022

James Hendries

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.

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Global Portfolio Strategy | August 3, 2022

James Hendries

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.

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Global Portfolio Strategy | November 8, 2022

James Hendries

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.

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Global Portfolio Strategy | October 5, 2022

James Hendries

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.

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Global Portfolio Strategy | September 7, 2022

James Hendries

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.