What Are Investment Advisors

1. What Are Investment Advisors? An investment advisor is an individual who provides investment advice to individuals, business or organizations. An investment advisor must be registered with the securities and exchange commission or a state's securities board as well as being an accredited professional. There are various types of investment advisors. Some offer their services individually, such as a retirement planning near me or financial consultant, whereas others offer their services as members of investment management or investment banks. Many investment advisors work for a specific type of financial institution or association. There are also investment advisors who advise on investment choices that involve purchasing and holding investment securities and derivatives. The investment adviser may not offer their services in any of these manners.

2. Most people do not recognize that they have an investment advisor. Most of the time, individuals will ask their broker or accountant about the options available for them to invest their money. Often, individuals will not ask their friends and family members as many questions as they should because they do not realize that an investment advisor exists. One of the best ways for individuals to determine if they have an investment advisor is to call their accountants. If the accountants are familiar with the types of investments that you have made or have plans to make, then you may have an investment advisor. However, it is also important for individuals to understand that an investment advisor can only provide you with investment information. You must choose the type of investment that you would like to make based on your goals and financial situation. Contact Us: Hawley Advisors Address: 1600 South Main Street, Suite 190 Walnut Creek, CA 94596 Phone: 925-906-9800 Email: info@hawleyadvisors.com https://goo.gl/maps/s67zdqy7EhLZkeZ7A