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If you're looking for financial advice from an advisor, it's a great idea to check the BrokerCheck website where you can look up a financial advisor's employment history, regulatory actions, and investment-related licensing information, arbitrations, and complaints. Here are a few articles you might also be interested in reading:
- 70,000 Brokers Don’t Have a Clean Record. Check Yours At BrokerCheck.
- How Much To Pay a Fee-Only Advisor? A Look At Average Annual Fees.
Good luck! Contact us or schedule a call if you have questions.
We're happy to point you in the right direction.