Select a high quality advisor and you will have more money. Select a low quality advisor and you will have less money. It really is that simple! What is not simple is determining the quality of advisors before you select them. Wall Street has made this process way more difficult than it should be. Watchdog simplifies the process by providing free tools that help you select the best advisor.
Watchdog's Financial Advisor Directory is a "Do-It-Yourself" service that enables you to find advisors on your own. All it requires is a zip code and answers to a couple of easy questions. Or, select our "Assisted-Search" service and we will do the work for you. Tell us your requirements and we match you to a limited number of pre-screened, five star rated professionals who work in your community.
Investor Watchdog uses a 17 point algorithm to measure the quality of financial advisor credentials, ethics, business practices, and services. Advisors who score in the top 10% receive a 5 star quality rating and qualify to be listed in our Paladin Registry of Financial Professionals.
We check financial advisor compliance records for you. We look for disclosures that describe complaints and lawsuits by investors, companies, and regulatory agencies. The checks are conducted at the following agencies: Financial Industry Regulatory Authority (FINRA), Securities and Exchange Commission (SEC), and state securities/insurance commissioners.
It is easy to select the best advisor when you have factual information that describe the professional's credentials, ethics, business practices, services, and results. Our job is to get the facts for you. Facts also reduce your risk of selecting low quality advisors who make false sales claims - for example, "I am an investment expert who produces big returns for low risk".