Spotting Red Flags: Financial Advisors to Avoid

by Bonnie Kirchner

Overview

This is the eBook version of the printed book.

This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652), by Bonnie Kirchner. Available in print and digital formats.

 

Recognizing the red flags that can appear while you’re searching for a financial advisor.

 

Red flags can pop up at various stages during your journey in search of the perfect advisor. Pay attention to them: They’ll help you narrow down your list of potential candidates, and they might save you a lot of grief down the road. First, as you collect names of potential advisors to interview, do a FINRA broker check.

Product Details

ISBN-13:	9780132178822
Publisher:	Pearson Education
Publication date:	06/14/2010
Series:	FTPress Executive Briefs
Sold by:	Barnes & Noble
Format:	eBook
Pages:	11
File size:	263 KB
Age Range:	18 Years

About the Author

Bonnie Kirchner, a CERTIFIED FINANCIAL PLANNER™, holds a B.S. in Financial Counseling and Planning from Purdue and a Masters degree in Taxation from Bentley University. For several years, she was a fixture on the Boston radio and television scene, providing financial information to millions of people. She was also married to Brad Bleidt, a charming, clever financial advisor who ran one of the country's largest Ponzi investment scams before Madoff, giving her extraordinary personal insight into both scammers and their unwitting victims.