Financial adviser
(redirected from Financial advisor)Also found in: Acronyms.
Financial adviser
A professional offering financial advice to clients for a fee and/or commission.
Also found in: Acronyms.
Mentioned in
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- Abandonment option
- Account Aggregation
- Authorized Financial Adviser
- Best, Alfred M. and Company
- Book of Business
- broker
- call watch
- Commission-only compensation
- Fee-based compensation
- Fee-only compensation
- full trading authorization
- Investment Advisers Act
- Management fee
- Million Dollar Round Table
- Mutual fund
- Sales charge
- Securities and Futures Authority
- split commission
- State guaranty funds
References in periodicals archive
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Tiburon Strategic Advisors, Tiburon, Calif., discloses this finding in Financial Advisor Winning Tactics: Defining the Nine Tactical Keys to Success."
Morgan Stanley Smith Barney (NYSE: MS) has launched the Multicultural Financial Advisors Forum (MFAF), a blog for people of diverse backgrounds interested in careers as Financial Advisors.
The National Association of Personal Financial Advisors (www.napfa.org; 800-366-2732) can give you the names of local fee-only planners in your area.
Every day, financial advisors must make critical decisions on behalf of their clients.
The financial advisor retained by MPL is BMO Nesbitt of Toronto.
Jeff, along with his partner Vincent DiCarlo, bring experience and knowledge to their clients, having earned the following designations: Certified Investment Management Consultant (CIMC), Certified Public Accountant (CPA), Certified Trust and Financial Advisor (CTFA), and Certified Financial Planner (CFP).
Mueller of the financial services firm Edward Jones in Arlington Heights recently won the firm's exclusive Spirit of Caring Award designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.
"When I become chair in 2018, I will be the second financial advisor to do so, and it shows that FSI is fully committed to fighting for independent financial advisors," Dean Harman said in a statement.
Financial Advisors have a bigger role in investment decision-making for North American ultra-high net worth families than any other family member, group or committee, according to a new study from Morgan Stanley Private Wealth Management and Campden Wealth Research.
And only about one in 10 respondents (9 percent) state they considered a career as a financial advisor.
THE AIG ADVISOR GROUP, Phoenix, plans to combine 3 of its brokerages into a new entity, AIG Financial Advisors Inc.
Consult a financial advisor to figure out how much you'll need to retire comfortably, especially since Social Security will only replace about 40% of your average earnings.
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