How it Works
Two FREE Registry services connect you to pre-screened, documented financial advisors and firms:
- Investor/Advisor Match Service
- Advisor Directory Application
Use Verify Membership if you want to validate a financial advisor or firm is a current member of the Paladin Registry.
Investor/Advisor Match Service
Our most popular FREE service matches you to the right financial advisors and firms in your community.
- You tell us your specific requirements
- Advisors tell us their client requirements
- Registry matches are based on mutual requirements
- Advisor Match results are emailed to you the same or next business day
View Financial Advisor Listings
Use our FREE Directory application to select the financial advisors you want to talk to:
- Enter your zip code to view Directory listings
- Select the advisors you want to talk to
- We protect your privacy; you contact advisors when you are ready
- Go to Advisor Directory to view local advisors and firms
This FREE service verifies advisors and firms are current members of the Paladin Registry.
- Enter advisor or firm name to determine membership status
- Notify Paladin if you believe an advisor or firm is falsely claiming a membership in the Registry
A Tip From Paladin.....
We ask the right questions and document advisor responses for you. Our documentation helps you make informed choices.