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.
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OTHER BUSINESSES AND POTENTIAL CONFLICTS OF INTEREST
Family Tax Service Investment-related: No Address: Springfield, MO Nature: Accounting/tax services Position/title/relationship with the other business: Tax & Accounting Manager Start date: 10/2019 Approximate number of hours/month: 40 Hours during securities trading: 40 Duties: Tax preparation Family Tax Service LLC Investment-related: No Address: Springfield, MO Nature: Landlord for rental property Position/title/relationship with the other business: Landlord Start date: 12/2023 Approximate number of hours/month: 4 Hours during securities trading: 0 Duties: Find a tenant, collect rent, manage partnership, bookkeeping.