This site uses cookies to improve your experience. By viewing our content, you are accepting the use of cookies. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country we will assume you are from the United States. View our privacy policy and terms of use.

Remove Financial Consultant Remove Financial Market Remove Retail Related Topics
Executive Compensation Certified Financial Planner Investment Planning Financial Advice License Financial Planner Compliance CFP Commission Financial Services More Related Topics >
article thumbnail

This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

DECEMBER 12, 2022

Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College. He spent 10 years there managing billions in assets for institutional and retail clients. Derek Robinett is a well-educated, experienced financial executive. Derek Robinett.

Financial Advisor 52
Financial Advisor Commission Clients Insurance 52
article thumbnail

Should you cancel your CFP designation?

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

CFP 80
CFP Financial Planner Ethics Financial Planning 80
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

 

Stay Connected

Join 74,000+ Insiders by signing up for our newsletter

About
Webinars
About
Editions
Webinars
Editions
Topics
Powered by Aggregage | Terms and Conditions | Your California Rights and Privacy Policy
© Aggregage 2024