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. Top 6 Ways To Recession-Proof Your Job
    Personal Finance

    Top 6 Ways To Recession-Proof Your Job

comments powered by Disqus
Hot Definitions
  1. Last In, First Out - LIFO

    An asset-management and valuation method that assumes that assets produced or acquired last are the ones that are used, sold ...
  2. Ghosting

    An illegal practice whereby two or more market makers collectively attempt to influence and change the price of a stock. ...
  3. Elasticity

    A measure of a variable's sensitivity to a change in another variable. In economics, elasticity refers the degree to which ...
  4. Tangible Common Equity - TCE

    A measure of a company's capital, which is used to evaluate a financial institution's ability to deal with potential losses. ...
  5. Yield To Maturity (YTM)

    The rate of return anticipated on a bond if held until the maturity date. YTM is considered a long-term bond yield expressed ...
  6. Net Present Value Of Growth Opportunities - NPVGO

    A calculation of the net present value of all future cash flows involved with an additional acquisition, or potential acquisition. ...
Trading Center