Sacramento, CA, July 28, 2010. Too many financial planners, financial advisors, and money managers omit, misrepresent, and exaggerate information when they sell financial advice, services, and products. They have nothing to lose and everything to gain because they make a lot of money if they gain control of your assets. It's up to you to determine if advisors are telling the truth.
If you are like most investors, you are prone to turning your assets over to the advisor with the best personality or sales pitch. However, this is a major mistake. Personalities and pitches have nothing to do with financial competence and business ethics.
There is an alternative. You can use Paladin Registry’s background check and validation services to determine the accuracy of advisors’ claims before you follow their advice or buy their sales recommendations. This reduces your risk of selecting advisors with the best sales skills and increases your probability of selecting advisors with the best qualifications.
Jack Waymire, founder of PaladinRegistry.com, recently announced that three more financial professionals have completed Paladin’s comprehensive background check processes. They are: Roger Patterson, Steven Landis, and Mark Aldridge. Paladin has certified the accuracy of key information on their Paladin Registry profiles. Waymire observed, “These financial professionals are rare. They don’t just talk about full transparency to investors, they practice it. Registry certified data provide the information investors need to select advisors with the best qualifications.”
Roger Patterson (San Francisco, CA) has worked in the financial services industry for the past 35 years. He received his BS degree from Stanford University and he holds the CIMA® and ChFC® designations. Patterson is a fee only service provider and an acknowledged fiduciary who provides comprehensive planning and investment services to more than 140 clients and $600,000,000 of assets.. He was admitted to the Registry with a five star quality rating in 2004. Learn more about Patterson at http://www.paladinregistry.com/advisor/Roger.Patterson
Steven Landis (Worthington, OH) has worked in the financial services industry for the past 28 years. He received his BS degree from Ohio State University, an MS degree from University of Cincinnati, and he is a Certified Financial Planner™. Landis owns his own Registered Investment Advisory firm that provides a number of wealth related services to 120 clients. He was admitted to the Paladin Registry with a five star quality rating in 2004. Visit: http://www.paladinregistry.com/advisor/Steven.Landis to learn more about him.
Mark Aldridge (Columbus, OH) has worked in the financial services industry since 1983. He received his BS in Finance degree from Miami University (Ohio) and he holds the CFP®, CFA®, and ChFC® certifications and designations. Aldridge is an acknowledged fiduciary who provides a comprehensive array of financial planning and investment advisory services for fees. He was admitted to the Registry with a five star quality rating in 2006. Learn more about Aldridge at http://www.paladinregistry.com/advisor/Mark.Aldridge
ABOUT PALADIN REGISTRY
Paladin began providing information services to investors who use the services of financial planners, financial advisors, and money managers in 2003. Since then our services have expanded to include advisor background checks, quality ratings, online documentation, and a free web-based match service that connects investors to local advisors who achieved the Registry’s highest quality rating (five stars). Visit www.PaladinRegistry.com for more information.
KEY CONTACT
Jack Waymire
President
Jack@PaladinRegistry.com
(916) 253-3334 (CA)