Sacramento, CA, 2012. Investors make a major mistake when their only sourceof information for financial advisor credentials, ethics, and business practices is advisors who want to sell them investment products and services. This is a risky way to select advisors who may:download movie Whiskey Tango Foxtrot
Omit, misrepresent, or exaggerate information to make the sale
Be unlicensed or sell unregistered investment products (scams)
Have a history of investor complaints, fines, and suspensions
There is a solution. Investors can use Paladin Registry’s Financial Advisor Due Diligence (FADD™) service to conduct background checks. FADD™ validates
the accuracy of advisor claims so investors select professionals with the best qualifications and not the best sales pitches.
Background checks are an essential step when investors select advisors who will
influence or control their financial decisions. Select high quality advisors and they will have more money. Select low quality advisors and they will have less money. Select Bernie Madoff and they may have no money.
Jack Waymire, founder of PaladinRegistry.com, announced, “Conrad Capital Management has successfully completed Paladin’s Background Check process and received a FADD™ certification for the documentation that is published on the Paladin Registry website. Waymire observed, “Only high quality professionals authorize background checks because they have nothing to hide. Low quality
advisors avoid background checks because this type of scrutiny exposes weaknesses and false claims.”
Donald Conrad (Islandia, NY) has worked in the financial services industry since 1981 and has been a member of Paladin since 2007. Donald Conrad is an acknowledged fiduciary who provides financial planning and investment advisory services for fees. He received a five star quality rating from Paladin Registry in January 2012.
ABOUT PALADIN REGISTRY
In 2003, Paladin began providing information services to investors who rely on planners, advisors, and money managers to help them achieve their financial goals. Paladin services include: Background Checks, Quality Ratings, and Online Documentation for professionals who received the Registry’s highest quality rating (five stars). Visit Paladin’s website www.PaladinRegistry.com for additional information.
KEY CONTACT
Donald Conrad
President
dconrad@conradcapital.com
(631)439-7878
www.conradcapital.com