How to Choose a Financial Advisor.

September 02, 2020

Wondering how to choose a financial advisor?   You should always select someone who understands your situation and focuses on providing for your needs.  When choosing a financial advisor, there are several designations you should look for.  Learn more of what those are in this video, and why that is an important part of the selection process.

Contact us to see if we are a good fit for your financial planning needs.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, CA, DC, FL, GA, IN, KY, LA, MI, MO, MS, NC, NV, NY, OH, SC, TN, TX, VA, WA, WI.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.