Talk of The Villages Florida - View Single Post - My investment advisor lost his license. Now what should I do?
View Single Post
 
Old 01-28-2011, 12:35 PM
rjm1cc's Avatar
rjm1cc rjm1cc is offline
Soaring Eagle member
Join Date: Apr 2010
Posts: 2,470
Thanks: 268
Thanked 583 Times in 283 Posts
Default

Try a CPA that has a certification in financial planning http://www.aicpa.org/ForThePublic/Fi.../FindACPA.aspx or maybe http://www.cfp.net/search/.
I think you are looking for a fee only planner.
You might also find some help at the large mutual funds such as Vanguard or a broker such as Schwab.
Not knowing what you have I would not look favorably on someone telling you to sell most of what you have unless the reason is that your planner was not good and only working in his self interest. Be very careful of investments fees and commissions.