Certified Financial Planner (CFP®) professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 independent registered investment advisors (RIAs).
The mission of Money Quotient is to facilitate the exploration and implementation of a values-based, life-centered approach to financial planning.