What to Look for in a Financial Advisor?

Cents of Security by Interactive Brokers

Feb 26 2024 • 18 mins

What qualifications should investors look for in an financial advisor? Are there fees? What are the goals for the money invested? Steven M. MacNamara, CFA - IBKR Institutional Sales, joins Cassidy Clement, Senior Manager of SEO and Content to discuss the elements to look for when selecting a financial advisor.