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 Richard

ADVISOR PROFILE

1. CO-TRUSTEE/CO-EXECUTOR OF PARENTS TRUST Start: 02/03/2004 Address: 419 Plum St, Cincinnati, Ohio 45202 1 bus hr per month Investment Related 2. Lifetime Financial Growth LLC Broker other life insurance, health insurance products as well as 401k products. Start: 01-01-2006 Address: 419 Plum St, Cincinnati, Ohio 45202 2 bus hrs per month Investment Related

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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Richard A Shurmer III

Experience: 32 years / 2 firms

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