1 / 7

Things to consider before hiring a financial advisor in los angeles

Selecting the best financial advisor in Los Angeles is important! You have to be sure that your advisor is experienced enough to handle complicated issue regarding retirement, college savings, insurance, estate planning, and so on. Here are the things to consider for hiring the right advisor.

OTIUMAG
Download Presentation

Things to consider before hiring a financial advisor in los angeles

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. NOTE: To change images on this slide, select a picture and delete it. Then click the Insert Picture icon in the placeholder to insert your own image. Things To Consider Before Hiring A Financial Advisor In Los Angeles

  2. NOTE: To change images on this slide, select a picture and delete it. Then click the Insert Picture icon in the placeholder to insert your own image. Specialization of the advisor in a particular domain, like financial portfolio management or retirement planning

  3. NOTE: To change images on this slide, select a picture and delete it. Then click the Insert Picture icon in the placeholder to insert your own image. Mode of payment, i-e., fee-based only or commission based

  4. NOTE: To change images on this slide, select a picture and delete it. Then click the Insert Picture icon in the placeholder to insert your own image. The overall approach and philosophy regarding investment

  5. NOTE: To change images on this slide, select a picture and delete it. Then click the Insert Picture icon in the placeholder to insert your own image. Career experience, education, and professional background, and

  6. NOTE: To change images on this slide, select a picture and delete it. Then click the Insert Picture icon in the placeholder to insert your own image. A clean compliance record

  7. NOTE: To change images on this slide, select a picture and delete it. Then click the Insert Picture icon in the placeholder to insert your own image.

More Related