How To Find A Financial Advisor

How to check a financial advisor's public disciplinary history

June 17, 2024 Sean Kernan Season 6 Episode 2
How to check a financial advisor's public disciplinary history
How To Find A Financial Advisor
More Info
How To Find A Financial Advisor
How to check a financial advisor's public disciplinary history
Jun 17, 2024 Season 6 Episode 2
Sean Kernan

Sean wants you to know how to check up on your potential financial advisor — because you need to know as much as possible about the individual — using a tool called BrokerCheck.

Show Notes

Sean wants you to know how to check up on your potential financial advisor — because you need to know as much as possible about the individual — using a tool called BrokerCheck.