Been a few post on insurance and other matters so thought I'd bring my fav ploy involving all areas of advisors.
Try this next time before you put your funds in a strangers hands.
Regardless of which field it is if you do business your going to have to give your SNN # at some point in time to advisor in which ever field it is.
Bring this matter to advisors attention and tell him you would like his before doing business with him--as you want to run credit check on him to make sure your not getting advice from someone with inferior financial stabilty than yourself.
Try this next time before you put your funds in a strangers hands.
Regardless of which field it is if you do business your going to have to give your SNN # at some point in time to advisor in which ever field it is.
Bring this matter to advisors attention and tell him you would like his before doing business with him--as you want to run credit check on him to make sure your not getting advice from someone with inferior financial stabilty than yourself.