Learn More

Following are definitions for terms that describe characteristics that are shared by many of the financial professionals who are profiled in the Paladin Registry.

CFP® – A high percentage of the professionals hold the Certified Financial Planner™ designation.
CFA® – Many of the professionals hold the Chartered Financial Analyst™ designation.
CPA/PFS® – Many of the professionals are CPAs and Personal Financial Specialists
NAPFA-RA – A high percentage of the professionals are NAPFA Registered Advisors
Fiduciaries – 100% are acknowledged fiduciaries who are held to the highest ethical standards in the financial service industry
RIAs – 100% are Registered Investment Advisors or IARs. This registration permits them to provide financial advice for fees
IARs – 100% are Investment Advisor Representatives or RIAs. This registration permits them to provide financial advice for fees
Independent – Most professionals own their own firms or are registered with independent firms
5 Star Rating – Paladin only profiles professionals who receive five star quality ratings
Fee for Service – 100% are compensated with fees for their advice and services
Full Disclosure – 100% provide full disclosure for credentials, ethics, business practices, and services
Hundreds of Firms – The professionals are registered with hundred of financial firms. No advisor is employed by, registered with, or affiliated with Paladin Registry
FINRA Checks – Subject to available data, Paladin checks the compliance records of all professionals before they are profiled in the Registry
Certified Data – Paladin has conducted background checks and validated the accuracy of key data for professionals who are FADD Certified (Financial Advisor Due Diligence)

Click Here to learn more about Paladin
Click Here to learn more about selecting financial professionals
Click Here to start your search for a planner or advisor

Advisor Login

We match you to local financial advisors and financial planners who received five star quality ratings

Since 2003, we have provided information services to investors who use the services of financial professionals. For example, we conduct advisor background checks, we produce quality ratings, and we provide online documentation for advisor credentials and ethics.

How to Select a Quality Advisor

I am Looking for a Financial Planner or Advisor

We Conduct a Free, Personalized Search

Tell us which financial services you need and we'll match you to local advisors or planners who meet your specific requirements. Our match service includes an online profile so you have a written record of the professional's credentials, disclosures, and business practices.

Why Use FREE Registry Services?

Your #1 Source for High Quality Advisors

CFP® • CFA® • CPA/PFS® • CIMA® • NAPFA-RA
Planners • Advisors • Fiduciaries • RIAs • IARs
Wealth Management • Fee-Only or Fee-Based
Online Documentation • Five Star Quality Ratings
Comprehensive FADD Background Checks
FINRA Compliance Reviews

Learn More

Registry Profiled Professionals

William Martone, White Plains, New York, Richard Clarke, Santa Rosa, California, Paul Stanley, Portsmouth, New Hampshire, Blaine Dunn, Winchester, Virginia, Frank Ficadenti, Springfield, Virginia, Francis Armstrong, Miami, Florida

Are You a Financial Professional?

The Paladin Registry profiles qualified financial advisors and financial planners. Each month, thousands of investors use Registry services to find five star rated financial professionals in their communities, review their Registry profiles, and learn how to select high quality advisors and planners. Click here to learn more about the benefits of being profiled in the Registry.

Performance Calculator

Member Spotlight

Featured Articles

Investment performance is your key to financial security. Ask yourself four questions:

Is your current advisor delivering competitive rates of return?

Do your current investments match your tolerance for risk?

Do you receive quarterly performance reports that accurately depict your results?

Do you trust your advisor's explanation for your recent investment returns?

Frank Armstrong received a five star quality rating from the Paladin Registry in August, 2004.

Frank has been providing financial advice to HNW individuals, retirement plans, and nonprofit organizations for the past 37 years. His Registered Investment Advisory firm, Investor Solutions, is responsible for over $450 million of assets. An acknowledged fiduciary, the firm's sole method of compensation is asset-based fees and their focus is unbiased advice and personalized services.

Frank holds the Certified Financial Planner (CFP®) and Accredited Investment Fiduciary Analyst (AIFA®) designations, earned a degree in economics at the University of Virginia, is a published author, noted commentator and contributor to Morningstar and other leading investment websites.

Top 10 Myths About Advisors

Wall Street marketing creates myths (deceptive sales tactics) about financial professionals so you will buy investment services and products from lower quality...More...

Wake-up Call for Investors

Pardon our bluntness, but FINRA and the SEC are not going to protect you from investment scams, bad financial advice, and deceptive advisor sales tactics. Even if they could...More...

The Two Faces of Wall Street

Why have so many Wall Street firms paid hundreds of millions of dollars of fines for cheating investors? Why did tobacco companies lie to consumers for decades...More...

Learn More

View Profile