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Latest Discussions»Culture Forums»Personal Finance and Investing»Looking for a Financial P...»Reply #1
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Personal Finance and Investing

In reply to the discussion: Looking for a Financial Planner? The Go-To Website Often Omits Red Flags [View all]

customerserviceguy

(25,197 posts)
1. Most financial planners
Reply to question everything (Original post)
Sat Aug 3, 2019, 11:30 AM
Aug 2019

are no better than Leonardo diCaprio's character in "The Wolf of Wall Street". Churn 'em and burn 'em.

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Looking for a Financial Planner? The Go-To Website Often Omits Red Flags [View all] question everything Aug 2019 OP
Most financial planners customerserviceguy Aug 2019 #1
That's one reason it's important to be aware of the "U-4" and to use the Brokercheck system A HERETIC I AM Aug 2019 #2
I'm shopping for one now for my mother. Not an easy process, no clear path that I've found. JudyM Aug 2019 #3
Latest Discussions»Culture Forums»Personal Finance and Investing»Looking for a Financial P...»Reply #1
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