Talk of The Villages Florida - View Single Post - Do financial advisors act in their clients' best interests?
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Old 10-03-2024, 07:53 AM
Boomer Boomer is offline
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I don't know what percentage of advisors have disclosures. I realize there are varying types of disclosures, some more serious than others. I would not want an advisor to have any,

I don't know if advisors are obligated to tell their clients if they have had a disclosure.

But "Broker Check" on finra.org is where you can find out if an advisor has a disclosure and if there has been a settlement, it will show that, too. You can also read a summary there of what happened,

If hiring an advisor, use Broker Check to see his pedigree.

Boomer
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