investment advisor


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ThesaurusAntonymsRelated WordsSynonymsLegend:
Noun1.investment advisor - someone who advises others how to invest their money
adviser, advisor, consultant - an expert who gives advice; "an adviser helped students select their courses"; "the United States sent military advisors to Guatemala"
References in periodicals archive ?
Unlike the old ADV Part 2 and Schedule F, the new ADV Part 2A does not require a section in which investment advisor representatives of the firm are listed with their education and business backgrounds.
is a registered investment advisor with licensed financial advisors throughout the United States.
Utilizing advanced technology and responsive client support, Trust Company services include registered investment advisor custody services, transfer agent and registrar for non-traded REITs and other direct participation programs, self-directed IRA account administration, and secure information processing.
This important ranking follows on the heels of the unveiling of the NEXT Global Management Account, a fee-based unified management account program designed exclusively for NEXT investment advisors.
The survey, a follow-up to the firm's 2004 survey, shows that 43 percent of investors responding were not aware that stockbrokers and investment advisors offering fee-based advice provide different levels of investor protection (compared to 41 percent in 2004).
Forward Management, as investment advisor, is responsible for evaluating mid- and large-cap companies to determine if they meet the Sierra Club Funds' investment standards.
The first panel debated the scope of the Investment Advisors Act of 1940 (Act); among the participants was the AICPA's Director of Personal Financial Planning.
Davidson Investment Advisors, a money management firm based in Montana, today announced that Edward P.
206(4)-3, "Cash Payments for Client Solicitations," of the Investment Advisors Act of 1940.

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