AdvisorRating.com believes there are three types of Financial
Experienced, qualified, properly licensed, certified financial
Inexperienced financial advisors who are just starting
Unqualified advisors who present fake credentials, make use of self
conferred titles, and use non-financial credentials inappropriately.
of advisors and professionals we are trying to promote:
Advisors: The StarRating calculation formula is specifically designed to reward financial advisors who have worked
hard to achieve a level of respectability and professionalism in the financial services industry by properly
educating themselves, by maintaining the proper licenses, by affiliating and networking with respectable
financial organizations and by giving good financial advice.
A Certified Financial Planner© (CFP©), Chartered
Financial Consultant (ChFC), Chartered Financial Analyst (CFA), Certified Retirement Counselor (CRC),
Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC) or
similarly credentialed advisor who is properly licensed, has a clean background, is experienced and is well
rounded in other areas; will have an excellent StarRating that will likely be Four or Five
New Advisors: Inexperienced financial advisors who are just beginning their career can use
the StarRating system from AdvisorRating.com as a guide in order to become a well rounded and
qualified financial advisor.
Types of advisors we are trying to help the investing
Advisors: The AdvisorRating.com service is specifically designed to weed out
inferior and illegitimate advisors who are using fake financial credentials to puff up their resume′ and then
in turn use these credentials to sell inappropriate and/or fraudulent financial products to unsuspecting
and uninformed investors.
AdvisorRating.com is trying to
We believe that in most cases, our AdvisorRating©
formula will help consumers eliminate unqualified advisors from serious consideration. Of course,
nothing is perfect, but making good use of the AdvisorRating© service is far better than using
nothing at all. In fact, we believe that using AdvisorRating.com to locate a financial advisor is
easier, faster and better than combining all of the free, public services
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