Verify an advisor's licenses and disclosures at https://www.brokercheck.finra.org

With near limitless options to choose from, there are a few vital questions you can ask a prospective financial advisor to narrow down your choice to one that fits you best.

In this video, Jake goes over 9 questions that we believe you should ask a financial advisor before you sign the dotted line, and our answers to these questions as advisors.

Keep in mind the answers to these questions are our opinion and should not be taken as personalized advice, but rather general guidelines to help you understand the type of advisor you may be dealing with.


Visit us at https://www.sparkwealthadvisors.com to learn more about what we do!

*This content is educational and not tax, legal, or investment advice*