The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scam episode artwork

EPISODE · Jun 17, 2024 · 3 MIN

The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scam

from How To Find A Financial Advisor · host Sean Kernan

Sean recounts a thread in one of his Facebook groups where a member was dealing with a case of fraud, and didn't know where some of his money was. Sean recommends asking two questions: Who holds my money? and Who prints my statements?

Episode metadata supplied by the publisher feed · Published Jun 17, 2024

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The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scam

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This episode was published on June 17, 2024.

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