Welcome to DU! The truly grassroots left-of-center political community where regular people, not algorithms, drive the discussions and set the standards. Join the community: Create a free account Support DU (and get rid of ads!): Become a Star Member Latest Breaking News Editorials & Other Articles General Discussion The DU Lounge All Forums Issue Forums Culture Forums Alliance Forums Region Forums Support Forums Help & Search

Personal Finance and Investing

(29,542 posts)

12. That's right, but some have licenses in multiple states.

Mon Dec 26, 2022, 11:43 PM

Dec 2022

Where the states are close together, especially.

Edit history

Please sign in to view edit histories.

0 members have recommended this reply (displayed in chronological order):

12 replies

= new reply since forum marked as read

Highlight:

Any ideas for finding a fee-for-service financial/tax advisor? [View all] JudyM Dec 2022 OP

Make sure whomever you hire is a fiduciary, not some salesperson. SheltieLover Dec 2022 #1

IKR! JudyM Dec 2022 #5

Glad you know. SheltieLover Dec 2022 #6

Yes, I've done that JudyM Dec 2022 #9

I thibk they are licensed by state. SheltieLover Dec 2022 #11

That's right, but some have licenses in multiple states. JudyM Dec 2022 #12

We use our bank. I'm sure they get a percentage but it's a local 1WorldHope Dec 2022 #2

Interesting, I'll check that out. JudyM Dec 2022 #10

Your last bit of advice is a good idea! JudyM Dec 2022 #4

Fair enough. A HERETIC I AM Dec 2022 #7

I edited the question, thanks for your helpful input on that! JudyM Dec 2022 #8