Type in the name of a financial advisor or advisory firm to view a full regulatory summary, including benefits and considerations powered by SEC and FINRA data.
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The investor.com Trusted badge is awarded to the financial professionals and advisory firms that meet strict regulatory requirements.
Unlike doctors and lawyers, not all financial professionals act as fiduciaries when providing Americans financial advice. Financial advisors have not one, but three possible regulatory classifications.
Using over 23 million data points collected directly from the SEC and FINRA, the investor.com Trust algorithm surfaces the most important benefits and considerations Americans should know. Is your financial advisor or advisory firm Trusted?