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When selecting an advisor, consider these steps

Nov 03, 2020 |

What’s the best way of selecting a financial advisor? “How to Choose a Financial Advisor,” a U.S. News & World Report article, outlines several basic steps to consider for the process. Among experts quoted in the article is Andrew Crowell, Vice Chairman of Wealth Management for D.A. Davidson, who suggests that would-be investors interview more than one advisor in order to ensure they are choosing someone who fits their criteria.

Read the full article here.