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    How to Evaluate a Financial Advisor

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    It is important to do your homework when you are looking for an AG Morgan Financial Advisors. With so many choices available, it can be difficult to know where to start. Here are four factors to consider when evaluating a financial advisor. Four Factors to Consider When Evaluating a Financial Advisor 1. Credentials and licenses- The first thing you should look for when evaluating a potential financial advisor is whether or not they have the proper credentials and licenses. You can check with the Financial Industry Regulatory Authority (FINRA) to see if an advisor is registered and in good standing. It is also a good idea to check with your…

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