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2. Look into professional advisor organizations. If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.
The only difference between a financial advisor and adviser is style. Some professionals prefer to use the term adviser as a nod to the U.S. Investment Advisers Act of 1940.
A CFA or chartered financial analyst is a professional who offers investment advice and portfolio management. ... Continue reading → The post How to Find a CFA: Financial Advisor Guide appeared ...
Nationwide Mutual Insurance Company and affiliated companies, commonly shortened to Nationwide, is a group of large U.S. insurance and financial services companies based in Columbus, Ohio. The company also operates regional headquarters in Scottsdale, Arizona and Des Moines, Iowa . [ 2 ]
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In 2012, Franks and three partners launched Snowden Capital Advisors, an independent RIA wealth management firm. [9] The firm reached $1B assets under management in 2014. [10] In 2015 and 2016, the firm was named one of the top 300 RIA's in the country by the Financial Times. [11]
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277 West Nationwide Boulevard, Columbus, OH · Directions · (614) 227-5725