Understanding Financial Jargon: Advisor Designations & De...

What this episode covers

It does seem like anyone can call themselves a financial advisor these days. So how can you sort through the different levels of qualification in the industry? On this episode, we’ll try to explain some of the most common designations you’ll encounter on your financial planning journey. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes: 1:18 - Main Topic: Financial Jargon 2:04 - IAR & RIA 4:28 - Different Licenses 8:23 - College Degree 10:51 - Mailbag: Doug Asks How 401(k) Rollovers Work 13:57 - What’s Buggin’ Charles?

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Frequently Asked Questions

How long is this episode of Financial Choices Matter?

This episode is 19 minutes long.

When was this Financial Choices Matter episode published?

This episode was published on March 17, 2022.

What is this episode about?

It does seem like anyone can call themselves a financial advisor these days. So how can you sort through the different levels of qualification in the industry? On this episode, we’ll try to explain some of the most common designations you’ll...

Can I download this Financial Choices Matter episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.