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Financial Advisor Departs

When a Financial Advisor Departs

Submitted by Ferguson Financial Inc. on November 14th, 2017

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If something happens with your advisor, what happens with your investments?

 

One day, you are notified that your financial advisor is not going to be around anymore. Your advisor has left for another firm, is changing careers, is retiring, or has passed away. What do circumstances like these mean for you? Here is a look at how some scenarios may unfold and how things may differ depending on whether the financial professional works independently or as a registered representative of a brokerage firm. 

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