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Why You Should Look for a Registered Investment Advisor

Submitted by Financial & Estate Advisors on May 19th, 2015

Who should manage wealth? In recent years, more and more households have found their answer to that question: a Registered Investment Advisor.

What is the RIA difference? RIAs have a fiduciary duty to act in your best interest. That is a legal obligation, and it is expressed in the investment recommendations the RIA makes and the advice and guidance they offer. If even the potential for a conflict of interest exists, it must be fully disclosed.

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This information is intended for use only by residents of Arizona, California, Hawaii, Oregon, Texas & Washington. Securities-related services may not be provided to individuals residing in any state not listed above.

Insurance-related services may not be provided to individuals residing in any states other than California and Washington.

Brad Long is a Registered Principal offering Securities through United Planners Financial Services of America, a Limited Partnership, member FINRA/SIPC. Brad Long offers Investment Advisory Services through Financial & Estate Advisors, Inc., a Registered Investment Adviser. United Planners and Financial & Estate Advisors, Inc. are Independent companies.

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