Understanding Financial Jargon: Advisor Designations & Definitions

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?