Fiduciary vs. Broker
Therefore, it is crucial to work with a firm you can trust - one which is dedicated to understanding and addressing your Specific Individual Goals and Needs. Before you make a decision of which firm to use, watch this video, and learn what the differences are between Fiduciaries and Brokers.
A Fiduciary is someone who has a legal obligation to act on another's best interest. A Broker is someone who facilitates a financial transaction between two parties, often receiving a one time commission for their services.
Fiduciaries vs. Brokers
Questions? David Gaylor is an investment advisor representative and a fiduciary. Call (937) 492-6016 or click here to schedule a no obligation initial consultation.