Choose an Advisor

Here are some rules of thumb for making sure you get the financial advisor who is right for you. 

Always Look for a Registered Advisor

Check your advisor's registration status and understand what it means. Learn more

Understand Titles & Designations

Know what an advisor can do for you. Learn more  

Conduct a Background Check

Gather the information you need to make an informed decision. Learn more

Conduct a Formal Interview

Everything you need to ask when interviewing an advisor. Learn more

Complete the worksheet

Gather the information you need to conduct an advisor interview by using the interactive Worksheet for choosing an investment advisor PDF document.  Download and fill it in online, or print it out and fill in by hand. Either way, print it and use it in your interview.