Who Can Be a Financial Advisor? by Suzannah Snider in US News and World Report
August 27, 2019•1 min read
When you visit a pediatrician, you know she graduated from medical school and completed additional specialized training. When you do business with a lawyer, you know he has a law degree. When you send your child to school, you are certain the teacher is state-certified and meets state-mandated continuing education requirements.
So is the same thing true when someone hands you a business card that says financial advisor or financial planner?