Salem Investment Counselors topped CNBC's fa100 list for the second consecutive year. 'We're looking at an economic reopening, some good science on the horizon and a tremendous amount of stimulus in the system,' says the firm's President David Rea.
, which has upended the U.S. and world economy, working with an advisor is more important than ever. That's why it is so important to find a financial advisor you trust. To do so, it comes down to doing some research, interviewing several advisors and asking the right questions.
Here are some questions you should pose to a prospective advisor:Do you hold any professional certifications or designations?How are you compensated? And how much will I be charged for your services?those advisory firms that top the list when it comes to offering comprehensive planning and financial services to help clients navigate their financial lives. The advisors at these firms assist in setting realistic financial and personal goals. And they will help a client stay on track to meet changing goals due to personal circumstances, and any life-changing events. The CNBC FA 100 ranking takes into consideration factors beyond just AUM. The ranking is based on a proprietary methodology developed by CNBC in partnership with data provider
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