Check your Advisor!
06/20/19 • 23 min
Are you shopping for a financial advisor? If you already have one? This episode helps you learn ways to compare financial advisors, and things to check on to see if they're worth your business. We discuss fiduciary vs. suitability standards, service expectations, and affinity fraud warnings. We also have a special guest, Mark Pugsley, an attorney who specializes in investment fraud.
Contact Ben: 435-216-3835 or [email protected]
Contact Mark: https://rqn.com/attorney/mark-w-pugsley/ or his blog: http://UtahSecuritiesFraud.com
Are you shopping for a financial advisor? If you already have one? This episode helps you learn ways to compare financial advisors, and things to check on to see if they're worth your business. We discuss fiduciary vs. suitability standards, service expectations, and affinity fraud warnings. We also have a special guest, Mark Pugsley, an attorney who specializes in investment fraud.
Contact Ben: 435-216-3835 or [email protected]
Contact Mark: https://rqn.com/attorney/mark-w-pugsley/ or his blog: http://UtahSecuritiesFraud.com
Previous Episode
Investment Basics 2
Volume 2 of Investment Basics. Here we do an intro to Mutual Funds, ETF's, Index Funds, and Annuities.
Call or text for custom investment plans and consultations:
435-216-3835
[email protected]
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