Investors make a big mistake when advisors are their only source for information that describes their credentials, ethics, and business practices. Investors hear what advisors want them to hear. There is an alternative. Investors can use Paladin’s background check service to validate the accuracy of advisors’ claims before they follow their advice or buy their sales recommendations.
Jack Waymire, founder of the PaladinRegistry.com, announced Frank Armstrong, James Dowd, and Greg Phelps have successfully completed Paladin’s Background Check process and received a FADD certification for online documentation that is maintained on the Registry website. Waymire noted, “These financial planners and advisors believe in full transparency so investors have accurate information when they select financial professionals.”
Frank Armstrong (Coconut Grove, FL) has worked in the financial services industry for the past 35 years. He received his BA degree in Economics from the University of Virginia and he is a Certified Financial Planner™. Armstrong owns his own firm which includes seven professionals who hold CFP®, CFA®, and CPA® designations and is responsible for $425 million of client assets. He was admitted to the Paladin Registry with a five star quality rating in 2004. Visit: http://www.paladinregistry.com/
James Dowd (San Francisco, CA) has worked in the financial services industry since 1986. He received his BSFS degree from Georgetown University, an SCPD degree from Stanford University, and he is a Chartered Financial Analyst™. Dowd is an acknowledged fiduciary who provides financial planning and investment advisory services for fees. He was admitted to the Paladin Registry with a five star quality rating in 2009. Learn more about Dowd at http://www.paladinregistry.com/
Greg Phelps (Las Vegas, NV) has worked in the financial services industry for the past 15 years. He received his BA degree from California State University San Bernardino and he holds several industry certifications including CFP®, CLU®, and AAMS®. Phelps is a member of NAPFA and the FPA and he provides fee only financial planning and investment advisory services. He was admitted to the Paladin Registry with a five star quality rating in 2005. See Phelps’ profile at http://www.paladinregistry.com/
ABOUT PALADIN REGISTRY
In 2003, Paladin began providing free information services to investors who use the services of financial planners and financial advisors. Services include: Background Checks, Quality Ratings, Online Documentation, and a web-based Match service that connects investors to local advisors who achieved the Registry’s highest quality rating (five stars). Visit PaladinRegistry.com for more information.
Founder & Author
(916) 253-3334 (CA)
# # #
Paladin provides information about financial planners and financial advisors to investors who rely on professionals to help them achieve their financial goals. Since 2003, our only business has been rating, documenting, and certifying financial advisors.