Investment Planning License Reference 
James Hendries
OCTOBER 25, 2022
The three factors for defining a recession are depth, diffusion, and duration – conveniently referred to as the “three D’s.” Depth refers to declining economic activity that is more than a relatively small change. Investing involves risks including possible loss of principal. Jeffrey Roach, PhD, Chief Economist, LPL Financial.
Sara Grillo
NOVEMBER 14, 2022
He is a flat fee advisor; not a licensed insurance agent. With annuities now being able to be offered in 401k plans, the playing field has changed. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler says he does not have a securities license for this reason.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
AUGUST 20, 2024
We were one of the last to get what’s called a value added license to the compus stat database. That paper refers back to the foundational literature of Bill Sharp, who wrote the famous paper in 1991. So what you’re referring to is broadly called the Grossman Stig Paradox.
Good Financial Cents
APRIL 10, 2023
If you’re a family with two car loans and you’re making the average payment, this means you’re forking over $1,288 in car payments per month without even accounting for the costs involved in license plates, auto insurance , gas, and other expenses. There is no official or standardized classification for the levels of wealth.
WiserAdvisor
NOVEMBER 21, 2022
Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board.
WiserAdvisor
JULY 25, 2023
When hiring a financial advisor, most people look at the professional’s expertise, qualifications, licenses, experience, and reviews. You may also want to prioritize some investments, such as Environmental, Social, and Corporate Governance (ESG). How do emotions influence advisor selection?
Sara Grillo
SEPTEMBER 26, 2022
Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University. Is this a PCP doctor?
Expert insights. Personalized for you.
52 
Let's personalize your content