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Who Can Be a Financial Advisor? by Suzannah Snider in US News and World Report

Thu, Aug 16, 2018 at 4:15PM

When you visit a pediatrician, you know she graduated from medical school and completed additional specialized training.  When you do business with a lawyer, you know he has a law degree.  When you send your child to school, you are certain the teacher is state-certified and meets state-mandated continuing education requirements.

So is the same thing true when someone hands you a business card that says financial advisor or financial planner?


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