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To: ms.smartest.person who wrote (310)5/18/2001 1:11:42 AM
From: ms.smartest.person  Read Replies (1) | Respond to of 5140
 
[BW 5/28/01] Table: Finding and Vetting Advisers


Adviser Sites

fpanet.org
Searches for certified financial planners by zip code; includes some planners' resumes

investortree.com
Most advanced search site, but includes only 500 advisers; verifies credentials of some

moneycentral.msn.com
Advisers have five years' minimum experience and clean records, but they pay to be included

napfa.org
Allows zip code search and provides links to fee-only advisers' individual sites

news.portfoliocorner.com
Detailed adviser referral search, but no credential verification

Regulatory Sites

cfp-board.org
Checks the background of certified financial planners for violations

naic.org
Provides violation records of insurance advisers

nasaa.org
Researches violation records of investment advisers managing less than $25 million

nasdr.com
Reveals actions against brokers or advisers managing more than $25 million in assets

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