Top 10 Questions To Ask Your Financial Advisor
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Kile Lewis, CRPC®
Co-CEO and Founder oXYGen Financial, Inc.
11680 Great Oaks Way, Suite 175 | Alpharetta, GA 30022
Phone 1.800.355.9318 or 770.777.0427
oXYGen Financial, Inc. co-CEO Kile Lewis is one of the foremost knowledgeable professionals in giving financial advice to the X and Y Generation.
KILE LEWIS IS SECURITIES LICENSED THROUGH INVESTACORP, INC. A REGISTERED BROKER/DEALER MEMBER FINRA, SIPC. ADVISORY SERVICES OFFERED THROUGH INVESTACORP ADVISORY SERVICES, INC. A SEC REGISTERED INVESTMENT ADVISORY FIRM. Linked sites are strictly provided as a courtesy. Investacorp, Inc., and its affiliates, do not guarantee, approve nor endorse the information or products available at these sites nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates.
After the financial crisis, when I see financial planners/advisers, they really scare the shit out of me. This seems to apply to alot of people, who avoid them rather than talk to them.
Great questions to ask the financial planners before we listen further, or worst, sign on the dotted line.
Of course we should also give newbies a chance as everyone needs to start from somewhere.
Thanks.
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