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 SEAN

ADVISOR PERSONAL BIO

I jumped at the opportunity to become the first financial planner hired at Motley Fool Wealth Management, a financial planning and investment management firm located in Alexandria, Virginia. I wanted to build teams and new products to help each person worry a little bit less about financial stressors they experience, and I think we are just getting started. I love working with any situation. If you are a military family with CSRS, a Federal employee with FERS, a widower, a 50-year-old couple planning to retire, a 94 year old looking to implement a new estate plan, or a young professional trying to figure out how to pay down student debt, reach out to me. My ten+ years in this industry has prepared me to help all walks of life through web conferences, phone calls, and in-person meetings.

ADVISOR PROFILE

Services Offered

Financial Planning,

Real Estate Cash Flow,

Expense Audit,

Free Trust & Will Estate Package,

Insurance Planning,

Tax Planning,

Income Strategies,

Public Speaking (Presentations, Live Seminars, Webinars, Podcasts)

Compensation Structure

Fee-only

OTHER BUSINESSES AND POTENTIAL CONFLICTS OF INTEREST

NORTHWOODS MOVING AND STORAGE LLC; REAL ESTATE OWNERSHIP: THE BUSINESS IS NOT INVESTMENT-RELATED; 03/2020 BUSINESS START DATE; MAXIMUM OF 2 HOURS PER DAY, OR 40 HOURS PER MONTH, DEVOTED TO BUSINESS FUNCTIONS DURING TRADING HOURS; BUSINESS OWNER OVERSEEING EMPLOYEE & BUSINESS SUCCESS OF SELF STORAGE FACILITY AND OTHER COMMERCIAL PROPERTIES. THE VIBES COMPANY INC.; SMALL BUSINESS STARTUP CONSULTING: THIS BUSINESS IS INVESTMENT-RELATED; 10/2023 BUSINESS START DATE; MAXIMUM OF 3 HOURS PER DAY, OR 60 HOURS PER MONTH, DEVOTED TO ADVISING ON TAX-RELATED PRODUCTS TO SERVE CUSTOMERS, ALSO ADVISING ON CREATING A FRANCHISE ADVISORY BUSINESS, NON-INVESTMENT RELATED ADVICE TO PROSPECTIVE CLIENTS GENERATED TO MODEL FRANCHISE ADVISORY SERVICES AND BUILD PRODUCTS TO SUPPORT THOSE ADVISORS.

FIRM INFORMATION

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

GET PROTECTED WITH ADVISORCHECK

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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