Remove Commission Remove Financial Consultant Remove Medical
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Transcript: Peter Mallouk, Creative Planning

The Big Picture

Well, I mean, if you get yourself outta the profession, profession, you need a medical condition, right? They still got their website, they still got their financial consultant in the branch. They have, they’re duly registered and they’re, they’re making money on commission.

Planning 162
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Securities and Exchange Commission.

CFP 59