Financial Advisor

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Dictionary Says

Definition of 'Financial Advisor'

One who provides financial advice or guidance to customers for compensation. Financial advisors can provide many different services, such as investment management, income tax preparation and estate planning. They must carry the Series 65 license in order to conduct business with the public. A wide variety of licenses are available for the services that a financial advisor can provide.
Investopedia Says

Investopedia explains 'Financial Advisor'

Financial advisor is a generic term, and many different types of financial professionals fall into this general category. Stockbrokers, insurance agents, tax preparers and financial planners are all members of this group. Estate planners and bankers may fall under this umbrella as well.
Search results for

'Financial Advisor'

  • How To Be Smarter Than Your Financial Advisor - Investopedia.com

    http://financialedge.investopedia.com/financial-edge/0911/How-To-Be-Smarter-Than-Your-Financial-Advisor.aspx
    ... How To Be Smarter Than Your Financial Advisor. ... Said more bluntly, are you smarter
    than your financial advisor. If not, can you learn to be? ...

  • 7 Financial Advisor Red Flags

    http://www.investopedia.com/articles/pf/11/financial-advisor-red-flags.asp
    7 Financial Advisor Red Flags. ... If your financial advisor isn't organized and
    can't afford to hire someone who is, then you have a potential problem. ...

  • Do You Need A Financial Advisor?

    http://www.investopedia.com/articles/basics/07/financial-advice.asp
    Do You Need A Financial Advisor? ... Avoid any advisor who is little more than
    a broker, but calls himself a financial planner or advisor. ...

  • Shopping For A Financial Advisor

    http://www.investopedia.com/articles/basics/03/101703.asp
    Shopping For A Financial Advisor. August 14 ... decisions. That's why some of
    us will seek the services of a financial advisor. Whether ...

  • Find The Right Financial Advisor

    http://www.investopedia.com/articles/pf/07/rightadvisor.asp
    Find The Right Financial Advisor. ... Don't be afraid to quiz your prospective
    financial advisor on his or her education and experience. ...

  • Tips For Resolving Disputes With Your Financial Advisor

    http://www.investopedia.com/articles/02/100902.asp
    Tips For Resolving Disputes With Your Financial Advisor. ... For many investors,
    the obvious culprit is the broker or financial advisor. ...

  • Firm Size Key Issue In Financial Advisor Job Hunt

    http://www.investopedia.com/articles/financialcareers/08/big-or-small-firm.asp
    Firm Size Key Issue In Financial Advisor Job Hunt. January 15 2008 | Filed Under ยป
    Alternative Investments, Careers, Entrepreneur, Insurance, Retirement. ...

  • Choosing A Financial Advisor: Suitability Vs. Fiduciary Standards

    http://www.investopedia.com/articles/professionaleducation/11/suitability-fiduciary-standards.asp
    Discover the differences between the Suitability and Fiduciary Standards when hiring
    a financial advisor. ... Choosing A Financial Advisor: Suitability Vs. ...

  • Paying Your Investment Advisor - Fees Or Commissions?

    http://www.investopedia.com/articles/basics/04/022704.asp
    ... Here we take a look at the fee-only investment advisor's place in the financial
    world, and how this type of professional compares to those who are compensated ...

  • CFA Level 1 - Exam Prep | Investopedia

    http://www.investopedia.com/professionals/cfa/default.asp
    ... Retirement. Acronyms; Accounting; Bonds; Buzzwords; Currencies; Economics; Financial
    Theory; ... Markets; Analysis & Opinions; ETF Center; Sectors; Chart Advisor; Free ...

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