Free Registry Services

 

Paladin Registry gathers data from financial advisors, reviews the data, and uses the data to produce online reports that help investors select professionals with the best qualifications, not the best sales pitches.

Types of Advisor Data

  • Credentials: Experience, education, certifications, designations, accreditations
  • Ethics: Compliance record, licensing, registrations, fiduciary status
  • Business Practices: Compensation, disclosures, minimums
  • Financial Services & Products: Planning, investment, insurance, tax, legal

Two Review Processes

  • Financial Advisor Due Diligence (FADD™): We obtain data from advisors and produces online reports
  • FADD Certified™: We validate the accuracy of advisor credentials and ethics for you

Online Reports

  • We publish advisor reports that document their responses to our questions 
  • You have a written record of advisor responses
  • We ask every advisor the same questions so it is easy to compare their responses

You Select the Best Advisor

  • You should only trust information that advisors are willing to document
  • Verbal information is easy to manipulate because you have no written record
  • We reduce your subjectivity and increase your objectivity when you select an advisor
  • You select the advisor with the best qualifications, not the best sales pitch

For Investors

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