Is Your Advisor Also A Broker - March 29. 2025

from Prosper with Keith Singer · host Keith Singer

Keith and David take a look at how you can tell if your advisor is also a broker and how that can play into how much you pay them in management fees.Prosper with Keith Singer is a weekly radio program heard all over South Florida, featuring Keith Singer and David Friedland of Singer Wealth Advisors, based in Boca Raton. Keith and David take on numerous financial topics and investment opportunities, and how they relate to retirement planning, with special emphasis on proper tax and legacy planning.

Episode metadata supplied by the publisher feed · Published Apr 14, 2025

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Is Your Advisor Also A Broker - March 29. 2025

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