Financial Consultant, License, Numbers and Retail

This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

DECEMBER 12, 2022

Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. He spent 10 years there managing billions in assets for institutional and retail clients. Doug Twiddy. Matt Pruitt, CFP®, CFA®.

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Financial Advisor Commission Clients Insurance

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. JR agrees, stating that 70% of CFP holders have insurance licenses. #4 It’s about to get very, very heated so let’s get on to the show!

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CFP Financial Planner Ethics Financial Planning

Financial Advisor Source

This broker vs. financial advisor debate got ABSOLUTELY crazy!

Should you cancel your CFP designation?

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