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6 Tips to Avoid Financial Fraud and Guard Your Investments

WiserAdvisor

If you get a free lunch from a salesperson at a seminar or event, take their material (brochures, pamphlets, etc.) As a Registered Investment Advisor (RIA) firm with the SEC, they are fiduciaries who put clients’ interests ahead of everything else. But there is never enough reason to make a hasty investment decision.