Private Wealth Management Group
(800) 585-9888

What Designations Should Your Financial Advisor Have? by Peter Lazaroff Peter Lazaroff Contributor Personal Finance

Wed, Jan 30, 2019 at 10:30AM

What Designations Should Your Financial Advisor Have? by Peter Lazaroff Peter Lazaroff Contributor Personal Finance

Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide.  Making matters worse is the wide range of job titles and designations people use to convey their expertise.

read full article


Bookmark & Share



Popular tags on this blog

aarp | Bernanke | CFA | credit freeze | Daytona beach | Economy 2020 | Equifax | Federal Reserve | fee-only fee only napfa fiduciary firstrust daytona orlando atlanta | fee only financial investment advisor fiduciary | fiduciary | fiduciary find a financial advisor though questions to ask your financial advisor | file taxes | investment advisor financial planner | IRS | Off the cliff | Stimulus | stock crash | Tax changes | Tax Cuts |