Fiduciary vs Broker

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Choosing the right advisor to manage your wealth is one of the most important decisions that you can make. It is a decision that will affect many decades of your life; as well as, decades for your heirs, beneficiaries and charities.

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 about some critical differences between Fiduciaries and Brokers.

A Fiduciary is someone who has a legal obligation to act on an-others 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.

 

 
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