2010, Certified Financial Planner, Financial Market and License

This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

DECEMBER 12, 2022

A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Charles King.

Financial Advisor

Financial Advisor Commission Clients Insurance

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. I hope you’ll at least join my newsletter about financial advisor lead generation. Certified Financial Planner Board of Standards, Inc. www.cfp.net.

CFP

CFP Financial Advisor Financial Planner Ethics

Financial Advisor Source

This broker vs. financial advisor debate got ABSOLUTELY crazy!

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

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