Paladin does not sell your contact information to any person or company. Paladin provides your information to a limited number of professionals who are profiled in the Registry so they can contact you. In addition, Paladin does not sell, rent, or otherwise provide your data to any third parties. We suggest you review our strict Privacy Policy at the bottom of this page for more information.
Yes, Paladin's privacy policies are audited by TRUSTe, an independent agency that reviews privacy policies and promotes fair information practices.
Paladin will match you to one to four advisors based on availability, your location, your service requirements, and your available assets. You can also request a specific number of advisors.
They are supposed to tell the truth, but you have to ask the right questions. Advisors do not have mandatory disclosure requirements. Like the CEO of Goldman Sachs said, "If you ask the right questions, you deserve honest answers."
You will not know for sure unless you conduct a background check to confirm the accuracy of their statements.
Advisors have to gain control of your assets to make money. They omit information, for example lack of experience, because you will not buy what they are selling if you know the truth. They misrepresent information to sound like experts so you will buy their sales recommendations and follow their advice.
If you do not have documentation you are selecting advisors based on sales pitches. Sales pitches make it easy for advisors to omit, misrepresent, and exaggerate information because you have no written record of what they said. It is your word against theirs.
You should review their compliance records at FINRA.org and talk to your State's Securities and Insurance Commissioners. You should also limit your selection to professionals who are Registered Investment Advisors or Investment Advisor Representatives, acknowledged fiduciaries, and compensated with fees.
Advisors use personalities and sales skills to convince you they are competent, ethical professionals. Sales tactics have anything to do with their competence, integrity, and business practices.
