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Independent financial advisor | Santa Rosa CA

Brokers & Independent Advisors: What’s the Difference?

Most people aren’t aware that there are two very different types of financial advisors: brokers and independent advisors. Brokers Work for Big Financial Firms A broker is someone who works for a broker dealer, like the billion dollar firms Morgan Stanley or Merrill Lynch, a Bank of America corporation, employed to sell their products. Brokers operate with big advertising […]

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