You can take the advisor out of Wall Street, but can you take Wall Street out of the advisor? Nik Schuurmans and Erin Varghese discuss the issues that can arise while working with a Wall Street advisor. Topics of conflicts of interest, outsized fees, and slick sales people are all on the table in this episode.
Resources mentioned:
Violation Tracker - https://www.goodjobsfirst.org/violation-tracker
The No BS Guide to Evaluating a Financial Advisor - https://www.pureportfolios.com/post/no-bs-guide-to-evaluating-a-financial-advisor
Portfolio Review - pureportfolios.com/freeportfolioanalysis
w. pureportfolios.com
p. 1 (877) 261-0015
e. insight@pureportfolios.com
