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Thread: Types of Financial Advisors.....

  1. #1
    Enthusiast jiten702's Avatar
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    Default Types of Financial Advisors.....

    There are mainly two types of financial advisors:

    1. Fee-based advisors
    2. Fee-only advisors

    Fee-based advisors often charge asset based fees but may also collect commissions.

    Fee-only advisors
    do not collect commissions or referral fees paid by other product or service providers.

  2. #2
    New Member maxthrill's Avatar
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    Financial advisor are of different types such as Accountants, Brokers, Financial Planners, Insurance Agents,Private Bankers etc.

  3. #3

    Default

    Certified Financial Planner
    Chartered Financial Consultant
    Registered Financial Planner
    Chartered Financial Analyst
    Certified Public Accountant


  4. #4
    New Member johnnystrauss77's Avatar
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    I have some doubts for which I need to consult a financial planner but have no idea of how to go about finding a reliable one. I have made a few investments but those have been random and I need some professional advice on how to structure and maintain my financial portfolio.

  5. #5
    New Member davidflex's Avatar
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    A financial advisor is the bridge between the market and investor aiming to capture every investment opportunity for his client for a certain commission or service charge. There are different types of financial advisors.
    1.Agents.
    2.Independent financial advisor.
    3.Banks and mortgages.
    4.Financial planner.

  6. #6

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    When You should approach a Financial Advisor:

    You may have the capacity to invest, but you don't have the idea which financial plans would be more profitable for you. In such circumstances, people like you need to be clear about a few things before they start their search.

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