Credentials check [Archive] - Glock Talk

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Generalcarry
07-09-2005, 11:29
How would you find the credentials of a financial planner in your home state? It there an organization that they must join, or would benefit by joining?

bunkerbuster
07-17-2005, 01:27
Financial advisor has some stuff that they take to get their designations.

Most common ones are:

CFP, CSA, CFS.

If they have insurance license:

ChFC, CLU.

If they are in analysis side:

CFA

If the financial planner/advisor do not have those, it is still okay. Some financial advisor literally do not have time to take those exams.