Financial Adviser

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

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