How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Joan

ADVISOR PROFILE

1)F&F INVESTMENTS / 249 WAYNE AVEUE DAYTON, OH 45402 / PARTNERSHIP / REAL ESTATE / MGMT OF BUILDING @ 249 WAYNE AVE / IS THIS AN INDUSTRY SECTOR ORGANIZATION? NO / OFFICER / VOTE ON MAINTENANCE ITEMS FOR BUILDING / WILL YOU HAVE AUTHORITY TO MAKE INVESTMENT DECISIONS ON BEHALF OF THE COMPANY? NO/ START DATE 01/01/1993. 2)James L Faulkner IRA / 146 Signature Dr S Xenia,Ohio United States 45385 / Other/ Other power of attorney on husband's IRA / IRA investments / Other / Power of Attorney on husband's IRA / Power of Attorney / Start Date 11/29/18 / 4)James L Faulkner Rev Lvg Tst / 146 Signature Dr S Xenia,Ohio 45385 / Other/ Other power of attorney on husband's trust / personal investments / Other / Power of Attorney on husband's trust / Power of Attorney / Start Date 11/29/2018

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Joan Elaine Faulkner

Experience: 39 years / 5 firms

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