How We Qualify Financial Advisors


How We Qualify Financial Advisors

You may be wondering how Paladin qualifies financial advisors before they are profiled in the Registry.

Our Requirements

We review the following prior to adding them to our network.

  • Years of experience
  • Must be a Registered Investment Advisor or an Investment Advisor Representative
  • Must be registered with the SEC / FINRA
  • Must be compensated with fees (all or in part)
  • Must provide one or more of the wealth management services
The Best Financial Advisors

The best financial advisors have several of the following characteristics:

  • Years of financial service experience
  • College degrees and industry certifications
  • Acknowledged financial fiduciary status
  • Clean compliance records
  • Fee compensation
  • Wealth management services available to clients
  • Brand name custodians

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