Financial Advisor Interview Questionnaire

Ameritas Investment Partners is a registered investment advisor who works with your trusted Investment Advisor Representative to provide access to professional management of

If FAFY is engaged to provide investment consultation as part of a comprehensive financial plan ore retirement analysis, we will evaluate several sources of data that are provided

Thun Financial Advisors is a U.S.-based, fee-only Registered Investment Advisor that provides investment management and financial planning services to individuals residing in the

Through public-private collaborations, the HHA program aimed to increase hypertension awareness and education among health care providers (HCPs) and the general public; to improve

The way we are compensated is completely up to the client. Some clients pay us a one time flat fee for an analysis and our recommendations. About half of our clients pay us an

Whether your prospective advisor is a FINRA-registered broker-dealer representative or a Registered Investment Advisor who holds the Chartered Financial Analyst designation, you

Greg is a FINRA registered representative (licensed with Dautrich, Seiler Financial Services, Inc., Member FINRA/SIPC), an investment advisor representative, and holds Life, Health,

The firm’s financial planning services provide clients with advice on key topics such as cash flow and budgeting, funding a college education, retirement planning, risk