Financial Advisor Solutions by FinancialAdvisor.org is the premier destination to find financial advisors on the Internet – providing free access to financial advisors in your area.
Duration : 0:1:40
Financial Advisor Solutions by FinancialAdvisor.org is the premier destination to find financial advisors on the Internet – providing free access to financial advisors in your area.
Duration : 0:1:40
Chris Stock from CPR Financial an ndependent Financial Adviser in Twickenham, London. Visit http://www.cprfinancial.co.uk/ or call Chris on 0208892 5535 for more information.
Duration : 0:0:40
www.mytalentplace.co.uk
Experienced Independent Financial Advisor talks about the career. For more career advice go to www.mytalentplace.co.uk
Duration : 0:3:38
Kastle Offshore is an Independent Financial Advisor company specializing in providing financial advice to International expatriates around the world. We provide a face to face service as well as an internet and telephone service, which enables us to reach clients all around the world, living and working outside the world’s financial centres, and those who do not have regular access to financial advice due to their geographic location.
Duration : 0:0:48
Hi,
To get straight to the point:
If i were to get an independent financial advisor and he/she decides to give be some bad advice, what protection would be given to me if an IFA loses me money?
FAs can’t tell you what to do, they can only make suggestions based on their knowledge and research. Clients should know that investing in the market has risks. This is all I can say since I know nothing specific about the actual situation.
i already have all my licenses ( Series 7&63) and life but i dont want to work for anyone e.g. Merrill Lynch, Citibank, Met-Life since their payout is smaller then what you can earn if you are independent. Is there any firms out there that have a program for independent advisors.
thanks
Edward Jones is semi-independent. You do get your own office and secretary and set how hard and often you work.
If you are trying to be truly independent, I do not think there are that many places that will give you a program for being independent.
Are you experienced? If so, consider becoming apart of the Fee-Only Financial Advisors or a CFP (Certified Financial Planner). If not, I would recommend getting some experience (for 3-4 years) from a firm like Merrill Lynch, Morgan Stanley, or Smith Barney. It will help you once you do go independent.
I was once an independent financial advisor, so please contact me at szulcc@gmail.com if you would like more information about the process and how I did it.
I graduated with a computing degree last year, wanting to become a Chartered IFA, does anyone know the route? (preferably self-study)
Contact companies that you are interested in working for, ask them if you could train with them, it just might work. Good luck!
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