Advertising Fee Only Investment Advisor License 
Sara Grillo
SEPTEMBER 26, 2022
The advertisements that they produce that says that anyone can call themselves a CFP. It’s baffling to me because actually, the only people who can really do… [unintelligible] anyone can say they’re a financial planner? Salaske: What is an investment advisor?
The Big Picture
APRIL 25, 2023
So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.
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