Fiduciary Obligations
Every member of our team is licensed as an Investment Advisor Representative and maintains a Fiduciary obligation to our clients. We take this designation very seriously.
Fiduciary status can be verified for any member of our team or any other financial advisor you're working with by looking them up on brokercheck.org, a database managed by FINRA (Financial Industry Regulatory Authority). Investment Advisor Representatives that maintain their licensure and their Fiduciary obligations will have an 'IA' by their name. If they do not reflect this designation, the person is not a Fiduciary or a licensed Investment Advisor Representative.
WHAT IS A FIDUCIARY?
A Fiduciary is someone who maintains a moral and legal obligation to act in another party's best interests.
CONFLICTS OF INTEREST
A Fiduciary is bound by their licensure to eliminate conflicts of interest whenever possible and to document all cases where conflicts of interest occur. This documentation is subject to audit by state and national regulatory agencies.
WHAT THIS MEANS
When working with a Fiduciary, you can rest assured that your information is kept secure, that any products recommended are appropriate for your needs, and that there won't be any unnecessary options worked in to increase the price.
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