html5-img
1 / 6

How to Find a Suitable Financial Advisor

If you have difficulty in finding the right financial advisor, you can consult ICM Financial to get the best consultants from our financial advisor career San Diego. Log on http://www.joinicm.com/

ThomasEdwin
Download Presentation

How to Find a Suitable Financial Advisor

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How to Find a Suitable Financial Advisor http://www.joinicm.com/

  2. At ICM Financial, we provide San Diego financial advisor career to many deserving students. Unlike investment work, you cannot just delegate the decision of choosing a financial advisor. You need to be skeptical in finding the right financial advisor for your business until you find the one you are looking for. Things to keep in mind before choosing a financial advisor are: http://www.joinicm.com/

  3. The first thing you need to do is to identify what type of financial advisor you need. • There are primarily four types of financial advisors: • Financial planners: the CFP, ChFC, and CPA certified. • Money managers: approved as financial advisors but deal for investors mainly. • Financial advisors: RIA and IAR with greatest ethical standards in financial industries. • Registered representatives: the stockbrokers and investment representatives who sell insurance and investment products. http://www.joinicm.com/

  4. Be objective – shortlist at least four advisors and look for their best qualities as well as weaknesses. Retirement planning expertise is also something imperative that you should look for in an advisor. • Don’t let the financial advisor take over you during your interview with them. Be insightful and probe for information. • Select one among the four you have shortlist by considering qualification as the main component. http://www.joinicm.com/

  5. Look for references – you do not want to be fooled by a sham personality. Search for their previous work places and see what they have to say about them. • If you have difficulty in finding the right financial advisor, you can consult ICM Financial to get the best consultants from our financial advisor career San Diego. http://www.joinicm.com/

  6. Independent Capital Management- Beverly Hills Branch 8383 Wilshire Boulevard, Suite #210, Beverly Hills, CA Zip: 90212 USA PH: 310-557-9850

More Related