How trustworthy is your Financial Advisor?
CHECK FOR RED FLAGS
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 Kevin
OTHER BUSINESSES AND POTENTIAL CONFLICTS OF INTEREST
1) KEVIN DIAMOND, 3 WATER STREET, ROCKVILLE CENTRE, NY, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, FIXED INSURANCE, 04/09/21, INV REL, 4 HR/WK- 1/TRADING HR. 2)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-3/TRADING 07/24/15 3) KEVIN DIAMOND, 70 E SUNRISE HWY, STE 500, VALLEY STREAM NY, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, FIXED INSURANCE, 10/12/15, INV REL, 5 HR/MO- 1/TRADING HR.