Resource Center
Resource Center

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

Fri, Aug 17, 2018 at 1:30PM

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?


Read Full Article

Bookmark & Share

User Comments

Be the first to comment on this post below!

Popular tags on this blog

#fee-only | Biden tax | CFA | CFA Institute | deductions | democratic congress | fee-only | fiduciary | fiduciary fee only financial advisor independent | financial planning | FirsTrust | florida | florida fee only | florida fee-only | florida fiduciary | investor | IRA | law | market | millionaire | Paul Smith | podcast | Tamar Frankel | tax | Volunteer |