Ask The Experts >> Ask Julie Price >> How to do background check on a Fiduciary
How to do background check on a Fiduciary
We are looking at moving our 401k from Fidelity Financial to a new advisor who is a Fiduciary , mostly because that gives us the option to move money out of stocks and into cash if there is a big downturn in the market. How do we go about finding out how good/dependable/honest he is? Internet search hasn’t turned up much…which is a good sign…nor has a paid-for online public records search.
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