Investment Advisory Representative - IAR

AAA

DEFINITION of 'Investment Advisory Representative - IAR'

Personnel that work for investment advisory companies whose main responsibility is to provide investment related advice. According to regulations, IARs can only provide advice on topics on which they have passed the appropriate examinations.

INVESTOPEDIA EXPLAINS 'Investment Advisory Representative - IAR'

In addition to passing the appropriate exams, an IAR also must be registered with the proper state authorities. In order to expand their knowledge about financial products and principles, many IARs hold either the Certified Financial Planner (CFP®) or Chartered Financial Analyst (CFA®) designations.

RELATED TERMS
  1. Certified Consumer Debt Specialist ...

    A professional designation awarded by the Center for Financial ...
  2. Registered Investment Advisor - ...

    An advisor or firm engaged in the investment advisory business ...
  3. Advisor

    1. The person or company responsible for making investments on ...
  4. Chartered Financial Analyst - CFA

    A professional designation given by the CFA Institute (formerly ...
  5. Certified Financial Planner - CFP

    The CFP legal team has provided its official definition, along ...
  6. Financial Planner

    A qualified investment professional who helps individuals and ...
Related Articles
  1. Shopping For A Financial Advisor
    Options & Futures

    Shopping For A Financial Advisor

  2. The Alphabet Soup Of Financial Certifications
    Options & Futures

    The Alphabet Soup Of Financial Certifications

  3. Is it important to check the professional ...
    Options & Futures

    Is it important to check the professional ...

  4. Accredited Financial Counselor: An Introduction
    Professionals

    Accredited Financial Counselor: An Introduction

comments powered by Disqus
Hot Definitions
  1. Walras' Law

    An economics law that suggests that the existence of excess supply in one market must be matched by excess demand in another ...
  2. Market Segmentation

    A marketing term referring to the aggregating of prospective buyers into groups (segments) that have common needs and will ...
  3. Effective Annual Interest Rate

    An investment's annual rate of interest when compounding occurs more often than once a year. Calculated as the following: ...
  4. Debit Spread

    Two options with different market prices that an investor trades on the same underlying security. The higher priced option ...
  5. Odious Debt

    Money borrowed by one country from another country and then misappropriated by national rulers. A nation's debt becomes odious ...
  6. Takeover

    A corporate action where an acquiring company makes a bid for an acquiree. If the target company is publicly traded, the ...
Trading Center