Choose an Advisor
Here are some rules of thumb for making sure you get the financial advisor who is right for you.
Check your advisor's registration status and understand what it means. Learn more
Know what an advisor can do for you. Learn more
Gather the information you need to make an informed decision. Learn more
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 . 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.