AnneAdare Wood

AnneAdare Wood

anneadare@aol.com | 970.274.8989

 

Aspen-Snowmass Retail Summary

How to Check Out a Financial Advisor
January 10, 2012

*Ask a potential advisor for his registration form or license number.
* Check with state regulators, credentialing agencies and the Better Business Bureau.
* Qualify each advisor for the specific task you are seeking assistance with.

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