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Since 2003, we have provided information services to investors who
use the services of financial professionals. For example, we conduct
advisor background checks, we produce quality ratings,
and we provide online documentation for advisor credentials and
ethics.
Paladin was established in 2003 to provide information and
services to investors who rely on planners and advisors to help them
achieve their financial goals. At the core of Paladin's services is
an
objective due diligence, rating, and documentation service that
helps investors determine the quality of advisors before they select
them.
Our Research
We have researched the ways investors select financial advisors
since 2000. This research showed the financial success of investors
was highly correlated to the competence and ethics of their
advisors. We used the research results to develop a superior process
for evaluating and selecting financial professionals.
Our Book
Jack Waymire, Paladin's founder, spent 28 years in the financial
services industry and authored: "Who's Watching Your Money? The 17
Paladin Principles for Selecting a Financial Advisor". This
unique book describes how most investors rely on subjective criteria
when they select planners and advisors. Subjectivity causes
investors to select advisors with the best sales skills versus the
best qualifications.
http://www.paladinregistry.com
395 S. Highway 65
A-275
Lincoln, CA 95648
California :
Financial Advisor in Los Angeles :
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County :
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Barbara :
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