Search Results for: Financial Advisors, Ben Lomond, California

Paladin uses a proprietary methodology to rate the quality of financial planners and advisors. The one to five star quality ratings are based on a comprehensive review of the professionals' education, experience, certifications, compliance record, criminal record, securities licenses, registrations, fiduciary status, business practices, and other data. We profile five star rated professionals in the Registry because investors have told us they only want to interview advisors with our highest rating. Consequently, all advisors who are profiled in the Registry have received Paladin's five star quality rating.

Paladin also provides an online professional profile for each advisor's responses to questions about his or her credentials, ethics, business practices, and services. This information is a free public service. We strongly suggest investors print copies of the profiles and use the information to ask advisors' additional questions during interviews.

"Paladin helps you select advisors with the best qualifications, not the best sales pitches."