Registry Service Levels

Investor Watchdog and Paladin Registry provide services to financial advisors that include investor referrals, advertising, hosting, and improved Internet visibility. Four service levels have helped advisors grow their clientele, revenue, and assets since 2003.

Bronze Services 
 

  • We develop and host your professional profile on the Registry website
  • We increase your Internet visibility
  • Used by advisors who are partnered with professionals who subscribe to our Gold and Platinum services
  • This service level does not include referrals

Silver Services
 

  • Includes all Bronze services
  • Plus, you receive referrals from Investor Watchdog's Directory
  • Investors use the Directory to conduct their own searches
  • Used by advisors who want a low cost way to add new clients

Gold Services
 

  • Includes all Bronze and Silver services
  • Plus, you receive referrals to investors who use the Registry's match service
  • Plus, you receive referrals to investors who use Watchdog's match service
  • Used by advisors who want referrals from all three sources

Platinum Services
 

  • Includes all Bronze, Silver, and Gold services
  • Plus, you receive additional referrals due to preferred positioning in our Directory
  • Plus, you receive additional referrals because you are included in more matches
  • Used by advisors who want to maximize their number of referrals

Financial Advisor Due Diligence (FADD)

We publish "FADD" and "FADD Verified" information in the form of professional profiles. Investors use this information to evaluate and select advisors.

  • There is no additional fee for the "FADD" service - it is covered by the monthly service fee
  • There is an additional fee for "FADD Verified" that covers our expense for confirming the accuracy of key information in your professional profile

Internet Visibility

We make it easy for investors to find you on the Internet.

  • Your Registry profile acts as a mini-website
  • A unique URL links investors to your profile
  • We publish your articles on our blog site
  • We expand your presence in the social networks

Key Contact

Have a question? Contact Jack Waymire

For Advisors