Checking Financial Advisors Out

If you took a referral from an association, you should have checked credentials, if possible, while there. That said, unless the referral database is simply a listing of members in good standingâ

By Chuck Jaffe
Chuck Jaffe is a senior columnist and host of two weekly podcasts at MarkWatch. He has also been a guest speaker on several television and radio shows.

Copyrighted 2020. Content published with author's permission.

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