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investment advisor - 1 dictionary result
Investment Advisor - L.A.
 Los Angeles wealth advisor with a full range of investment services.
 www.westmount.com
Amerivest Portfolios
 Diversify your investments with Amerivest Guided Portfolios.
 TDAMERITRADE.com
A Better Way to Prime
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 NorthPointTradingPartners.com

Investment Advisor

1. A person making investment recommendations in return for a flat fee or percentage of assets managed, known as a commission.

2. For mutual fund companies, it is the individual who has the day-to-day responsibility of investing and monitoring the cash and securities within the fund's portfolio in order to achieve the fund's objectives.

Also referred to as a "financial advisor".

Investopedia Commentary

A fund's investment objectives are usually reported in the prospectus.

Related Links

Shopping For A Financial Advisor
Dispelling The Myths Surrounding Financial Planners
Tips For Resolving Disputes With Your Financial Advisor

See also: Analyst, Broker, Broker-Dealer, Certified Financial Planner - CFP, Commission, Dealer, Discount Broker, Full Service Broker, Prospectus, Registered Investment Advisor - RIA

Also spelled: investment adviser

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A Better Way to Prime
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