CCC Financial Advisor Information

Do I Need A Financial Advisor?

Financial goals are highly individualized, as are your basic financial skills and experiences. It's up to you to decide whether or not to seek the services of a professional financial advisor or to seek a do-it-yourself investment option. Should decide to seek a financial advisor, the following links provide helpful information to help in your selection process.

• FINRA provides a great summary of where to start when search for and evaluating if an investment professional is right for you.
• FINRA also offers a search tool called Broker Check that provides background information, registration status, and more on a potential financial advisor.
• FINRA also provides a lookup feature to understand the professional designations used by advisors
• Visit the Oregon's Insurance Resource Page or the Office of the Insurance Commissioner for Washington State Consumer Tool to learn more about potential product providers and/or advisors offering insurance products.
• The SEC's page on Understanding Fees offers answers to the most common questions concerning fees, including fees paid to advisors.
• Questions to ask about your investments and what to do if you run into problems (via the SEC website).