Financial adviser


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Financial adviser

A professional offering financial advice to clients for a fee and/or commission.
References in periodicals archive ?
This fact--coupled with challenging stock market conditions--makes having a trusted financial adviser, to help navigate clients through complex options, more important than ever.
Every family or business associate receives exactly what is expected and promised when a financial adviser delivers the proceeds from the client's life insurance policy.
From the high-net-worth financier to the parents saving up for college to the retiree casting for a fishing boat, it all depends on what a client is looking to get out of an experience, according to Kevin Wright, a financial adviser and retirement planner for the Encino office of Wachovia Securities.
Only one in five affluent households said their primary financial adviser asked them for a referral in the past two years.
Your financial adviser will often model potential allocation strategies oriented toward your needs, and ultimately provide you with a personalized recommendation.
Just as broker-dealers are implementing a fee-based compensation choice, CPA financial advisers have learned that the commission versus fee quandary is a nonstarter.

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