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Find a Financial Advisor,Step by Step

What is Financial Advicer ??

Answar. A financial adviser (or advisor) is a professional who renders financial services to clients. According to the U.S. Financial Industry Regulatory Authority (FINRA), terms such as financial adviser and financial planner are general terms or job titles used by investment professionals and do not denote any specific designations

Find a Financial Advisor If You’re Not Rich

Options for middle class investors seeking solid financial advice.

It's not always easy for the middle class investor to find a financial advisor.

If you think about it, the people who really need financial advisors are the ones who can’t afford them. If you’re impoverished or firmly in the middle class and can’t seem to make it to the next level, you’re the one who could really use financial advice. If you’re wealthy, you know what you’re doing.
Yet many financial advisors simply aren’t interested in working with the middle class. "There has been a paradigm shift in the financial services industry just over the past four years with the increase in banking regulations and associated costs, which has led many major banks and broker-dealers to focus more on their bottom line and shareholder value, more so then their clientele," says Jon Ulin, a managing principal at Ulin & Co. Wealth Management, a branch of LPL Financial in Boca Raton, Fla.

Debra Speyer, a Philadelphia attorney who specializes in investment fraud, concurs. She says many firms have stopped paying commissions to brokers for accounts that are considered small – and accounts ranging from $100,000 to $500,000 in assets can be considered small – according to Speyer.

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