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About this episode
Let’s continue our conversation on financial jargon today. We’ll dive into the different designations and licenses you may see when shopping around for a financial advisor. What do they all mean?
TIMESTAMPS:
0:52 – Having proper qualifications
2:22 – RIA or IAR
3:35 – The C’s
5:35 – Series license
11:49 – Education
15:30 – Do your homework
ADDITIONAL INFORMATION: https://philstaxhacks.com/
Get every episode summarized
Each time Phil's Tax Hacks publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
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