In this episode we talk about the three types of financial advisors, and why knowing how each of them are paid can give you clues into what to expect from the relationship.
EPISODE RESOURCES
FINRA BrokerCheck
brokercheck.fi...
SEC Advisor Database
www.sec.gov/ch...
And if you haven't already, join our email list at newmoneynewproblems.com/podcast!
Securities and Investment Advisory Services offered through Osaic Wealth, Inc., Member FINRA, SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.
16 фев 2024