Ep 24: Understanding Financial Jargon: Advisor Designations & Definitions

Apr 28

It does seem like anyone can call themselves a financial advisor these days. So how can you sort through the different levels of qualification in the industry? On this episode, we’ll try to explain some of the most common designations you’ll encounter on your financial planning journey.

If you have questions, you can always reach out at hello@brindleandbay.com.

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In this episode:

[2:55] The difference between an IAR and an RIA.

[4:42] Chartered, credited, and certified. What are the differences?

[9:51] Series 65 and Series 7. What are these series?

[11:16] What about college degrees? Should my financial advisor have a degree?

[13:24] Is there a specific designation I should look for?

Nicolas Davis