What Kind of Financial Advisor Do You Need?

WKBT
January 12, 2021 9:16 AM
Kat Tretina - Forbes Advisor
Posted:
Updated:
January 14, 2021 8:59 AM
Hiring a financial advisor is a great way to help you manage your money, set financial goals and plan for retirement. But if you’re just beginning your search for a financial adviser, you may need some help sorting through the variety of different professional titles used by different advisors. Let’s take a look at the most common types of advisor and what they can do for you.
What Is an Investment Advisor?
An investment advisor is a company or an individual who provides clients with investing advice and manages their investment portfolios. Whether you’re just starting out with a modest amount of money or you’ve already built up a six- or seven-figure portfolio balance, an investment advisor can help you choose the right securities and then manage them for you.

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