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Other than googling and basic license # checking anyone have any thoughts on "checking out" a financial advisor and their firm/group?
Checked out their website, searched their name and group name, checked BBB listing, haven't found anything shady or negative.
Not too many people using financial advisors eh? lol...
Well , no , never used an advisor, but a fund, yes, and you can look at past performance( which may mean , nothing in the future), see gain / loss 10 yrs, 5 yrs ,1 yr etc.
What do you need an advisor for? Do they charge a percentage, commision ? or a flat rate ?
Lottery...
friend!
Finra's website has a tool where you can look up any complaints etc. with any given financial planner.
IMO going to a financial advisor is like tattooing "rip me off" to your forehead.
You'd be better off self-educating and playing it as safe as possible until you know more about what kinds of investments fit with your personal financial strategy and comfort zone.
Above all: If you don't 100% understand the investment, don't put your money in it.
Going to a "financial planner" who works on commission is a rip-off. Going to a financial planner who works on a fee-only basis is a sound idea that makes economic sense.Quote:
Originally Posted by thoughtomator