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Fit Financial Consulting
Fit Financial Consulting
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    • Home
    • Services
    • Wealth & Asset Management
    • Testimonials
    • Contact Us
    • Resources
      • Blog
      • Podcast
      • Videos
      • More Videos
    • Burnout Recovery Clinic

  • Home
  • Services
  • Wealth & Asset Management
  • Testimonials
  • Contact Us
  • Resources
    • Blog
    • Podcast
    • Videos
    • More Videos
  • Burnout Recovery Clinic

Testimonials

State vs SEC Registered Investment Advisors

The SEC recently changed their rules, allowing large, SEC-registered firms, regulated at the federal level, to have testimonials.  Some States have followed suit, allowing smaller, State-registered, firms to also have testimonials.  Many States still do not allow testimonials of any kind, or reviews, positive or negative, either on company websites, social media, search engines, review sites, or advertising, etc.  

Chartered Financial Analyst and CFA are registered trademarks owned by CFA Institute.

​Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.                                                                                                                                                                                                                                                                                                                   Fit Financial Consulting LLC is a Washington domiciled registered investment advisor. 

Copyright © 2018 Fit Financial Consulting, LLC. - All Rights Reserved.


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