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How to choose a broker/advisor

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How To Choose A Broker/Advisor: Part 3

Evan Cooper Aug 11, 2016

In today’s final column of our three-part series, we discuss the characteristics of advisors who can help with the financial issues that concern most people.

Last time, we looked at the differences between advisors who technically are registered representatives (formerly known as stockbrokers and now called investment consultants, financial consultants, and other advice-related names) and those who are registered investment advisers, or RIAs.

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