Financial advisor is a generic term, and many different types of financial professionals fall into this general category. Stockbrokers, insurance agents, tax preparers and financial planners are all members of this group. Estate planners and bankers may fall under this umbrella as well.
Investment dictionary. Academic. 2012.
Look at other dictionaries:
Financial Advisor to the Chief of Staff — The Financial Advisor to the Chief of Staff is a role assumed by the head of the Budgeting Directorate of Israel’s Ministry of Defense. The Advisor is responsible for handling the budgeting for the Israel Defense Forces arms, the financial… … Wikipedia
Personal Financial Advisor — Professionals who help individuals manage their finances by providing advice on money issues such as investments, insurance, mortgages, college savings, estate planning, taxes and retirement, depending on what the client requests help with. Some… … Investment dictionary
Mark Curtis (financial advisor) — Mark Curtis is a Managing Director with Morgan Stanley Smith Barney. He has been active for over 25 years and started his career with Lehman Brothers. He has consistently been ranked amongst the top Financial Advisors in the United States by… … Wikipedia
Certified Trust And Financial Advisor - CTFA — A professional credential offered by the American Bankers Association for financial professionals. This mark provides training and knowledge in taxes, investments, financial planning, trusts and estates. The Certified Trust and Financial Advisor… … Investment dictionary
independent financial advisor — ( IFA) An investment adviser who must consider to survey the whole financial services market for a product that best suits your particular circumstances. They are bound by their profession s rules to give independent advice. Financial Services… … Financial and business terms
Fee-Only financial advisor — Fee Only financial advisors in the USA, as defined by the review materials for the Certified Financial Planner exam and the National Association of Personal Financial Advisors, are compensated solely by the client, typically achieved through a… … Wikipedia
Advisor — or adviser may refer to:Finances*Commodity trading advisor, any person who engages in the business of advising others *Financial advisor, also known as a financial planner, a practicing professional who helps people to deal with various personal… … Wikipedia
Financial advice — is advice given in relation to financial matters such as investing, insurance, borrowing, saving and retirement planning. Professionally, the advice is given only after the financial situation of the client is unveiled through a thorough fact… … Wikipedia
financial — fi‧nan‧cial [fˈnænʆl, faɪ ] adjective FINANCE related to or involving finance or money: • The law barsfinancial transactions between American corporations and countries accused of supporting terrorism • Hong Kong s financial system see also… … Financial and business terms
Financial adviser — Personal finance Credit and debt Pawnbroker Student loan Employment contract Salary Wage Em … Wikipedia