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Who is an investment advisor?

An investment advisor is a person or company who is paid for providing investment advice to clients. Investment advisors can also manage client assets directly. You can — and should — verify an advisor’s registration through BrokerCheck by FINRA, the Financial Industry Regulatory Authority. 2. Broker-dealers and brokers

Who are the best financial advisors?

Her work has appeared in The New York Times, The Washington Post, MSN, Yahoo Finance, MarketWatch and others. Read more The best financial advisors include Zoe Financial, Vanguard Personal Advisor, Facet, Harness Wealth, Empower and Schwab Intelligent Portfolios Premium.

Do you need a financial advisor in 2024?

As of July 10, 2024 Financial advisors can help you manage through different aspects of your financial life like planning for retirement, saving for a child’s education or just investing in general. But with hundreds of thousands of financial advisors to choose from across the U.S., identifying a financial advisor to work with can be a challenge.

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