Amritaa Sekhon- How to Vet Your Financial Advisor?

The Amritaa Sekhon securities industry is set up to make it seem as if all financial advisors who are selling investment products are super successful, finance majors, vice presidents, etc. All these things are done intentionally so that you'll trust them and think that they are investment gurus who will be great with your money. The reality is that not always the case. That's just the illusion of the industry. Therefore, it's important to ask the right questions to make sure that you're getting the right professional. just like any other industry, has Perfect financial advisors and bad financial advisors. Here are some tips on how to make sure you're getting a good one.

Amritaa The financial advisor

The first tool that you should be using to vet your financial advisor is something called FINRA Broker Check. Financial Advisor is a publicly available tool. You can go to Amritaa Sekhon and at the top the right-hand corner of that website, there's something called the Broker Check. You can literally type in a person's name, hit enter and you're going to get what's called the Broker Check report which will detail all the information that you need when you're vetting your financial advisor.

Amritaa Sekhon will be able to tell you how the financial advisor did on their licensing exams, where they have been employed, where they went to school if they've ever been charged with anything criminally. Have they ever declared bankruptcy? Have they ever been sued by a client? Have they ever been fired by their brokerage firm? These are all the things that would be absolutely critical before establishing a relationship with somebody who's going to manage your entire life savings.

During client intake, the first thing we do is look up their Broker Check report. Amritaa Sekhon start rattling off all this information to the potential client about their advisor and they are often amazed. Literally all we are doing is pulling this publicly available information and looking at the report. And so many times we are telling a potential client that their advisor has been sued a bunch of times already and the investor had no idea.

Obviously that would have been critical information to know at the beginning when they were deciding whether to work with that person. If they had pulled that reporting, if they knew for example that the person they were considering had already been sued 26 times by former clients, they would never go with that person. So obviously, the first thing that you should do, pull that report.

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