How to Measure a Financial Adviser's Credibility

Four easy ways to check the pedigree of a financial professional with whom you are considering entrusting your retirement.

(Image credit: Christine Balderas 2016 (Christine Balderas 2016 (Photographer) - [None])

Financial advisers wield a large amount of influence over your financial health. It’s important to remember that not all financial advisers are created equal, and not all individuals who claim to be financial advisers are educated or experienced in protecting your best interests. Some financial advisers are compensated based off of commissions from products they sell to clients. Therefore, it’s crucial to know and understand just how credible a financial adviser is before you allow this professional to advise you on your finances.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Glen Smith, CFP®, CRPC®
Managing Partner, Glen D. Smith and Associates

Glen Smith has worked in the financial services industry since 2004. He has amassed comprehensive knowledge and holds himself to the highest standards of ethics and integrity. He works closely with people to craft individually tailored financial plans, ensuring every portfolio and financial plan reflects the client's best interests.