Financial Adviser
According to the U.S. Financial Industry Regulatory Authority (FINRA), a Financial Adviser (Advisor) is a generic term or job title used by investment professionals who may not hold any specific designations.
FINRA describes the main groups of investment professionals who may use the generic term of Financial Adviser to be: Brokers, Investment Advisers, Accountants, Lawyers, Insurance Agents and Financial Planners.
Read more about Financial Adviser: Role, Compensation
Famous quotes containing the word financial:
“A theory of the middle class: that it is not to be determined by its financial situation but rather by its relation to government. That is, one could shade down from an actual ruling or governing class to a class hopelessly out of relation to government, thinking of gov’t as beyond its control, of itself as wholly controlled by gov’t. Somewhere in between and in gradations is the group that has the sense that gov’t exists for it, and shapes its consciousness accordingly.”
—Lionel Trilling (1905–1975)