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Where can I find a good financial advisor?

Online advisor marketplaces such as Harness Wealth and Zoe Financial, and many online advisors themselves, do the work of vetting a financial advisor for you. Look elsewhere if: You'd prefer to work with an advisor in person. » Ready to compare? Read our full roundup of the best financial advisors Feeling overwhelmed?

Where can I find an independent financial advisor?

Schwab can also help you find an independent financial advisor in your area through its website findyourindependentadvisor.com. Fees for these advisors may be significantly higher than those for Schwab’s wealth advisory business, however.

What services does a financial advisor provide?

Services offered by financial advisors vary from advisor to advisor, but they may provide financial advice on any of the following topics: Investment advice: Financial advisors research different investment options and make sure your investment portfolio stays within your desired level of risk.

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Risk warning: Digital asset trading is an emerging industry with bright prospects, but it also comes with huge risks as it is a new market. The risk is especially high in leveraged trading since leverage magnifies profits and amplifies risks at the same time. Please make sure you have a thorough understanding of the industry, the leveraged trading models, and the rules of trading before opening a position. Additionally, we strongly recommend that you identify your risk tolerance and only accept the risks you are willing to take. All trading involves risks, so you must be cautious when entering the market.

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