• Jeremy Ellisor

How to Choose a Financial Adviser

Many people who come see us have already had some negative experiences with financial advisers. Whether they were given bad advice, were sold something they didn’t need, or were just disappointed in what the adviser was offering, they were all less than pleased with their experience.


Over the course of my career, I've worked on several different sides of the industry. I started out on the insurance side and then worked for a broker-dealer. I quickly found out that those places weren't where I wanted to be. Once you read this, you'll understand why. Instead, I chose to start my own RIA (Registered Investment Advisor) firm.


If you are in the market for a financial adviser, some people would suggest that you look for certain professional designations. While those may be helpful, I believe that there are better indicators of an adviser's motivations and abilities. This is what we're covering:


1 - What Type of Adviser Do You Need?

2 - Do Your Research

3 - Ask the Hard Questions

4 - Decision Time

5 - Tips & Watchouts





There are many reputable advisers out there; this information will help you find one of them and avoid the ones who have given the industry a bad reputation. As always, feel free to email me with your questions.




CONVERGENT FINANCIAL GROUP

is a Registered Investment Advisor serving clients across the United States. We are proud to have been voted the best or among the best financial planners in Charleston and Mount Pleasant since we first opened our doors.

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