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Resources to Perform a Financial Advisor background check
Step
1
10 Questions to ask
Step
2
Search credible databases:
Step
3
Check disciplinary records
A
Use this easy list
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A
LetsMakeAPlan.org
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B
NAPFA.org
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C
GarrettPlanningNetwork.com
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D
FindACPAPFS.com
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E
ACPlanners.org
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E
XYPlanningNetwork.com
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A
BrokerCheck.FINRA.org
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Author's Videos
What Isn't My Financial Advisor Telling Me
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Why I Started Financial Finesse
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When Do I Need An Advisor
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What Isn't My Financial Advisor Telling Me
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Why I Started Financial Finesse
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When Do I Need An Advisor
