Paladin Registry conducts background checks for financial professionals that validate and document the accuracy of information for compliance records, education, experience, certifications, criminal records, licensing, registration, and other information that impacts their competence, ethics, and business practices. The results of the background checks are documented in Professional Profiles and Findings Reports that can be viewed on the Paladin Registry website.
Jack Waymire, founder of PaladinRegistry.com, recently announced three more financial professionals have completed Paladin’s comprehensive background check processes. They are: Peter Regan, Richard Dragotta, and Richard Schultz. Waymire observed, “These financial professionals are very rare. They don’t just talk about full transparency to investors, they practice it. Not only do they provide the information investors need to select them, they used a third party to validate the accuracy of their information”
Peter Regan (Houston, TX) has worked in the financial services industry for the past 32 years. He received BA and MBA degrees from Temple University and he holds CFP® and CLU® designations. Regan provides fee only financial planning and investment advisory services to individuals and families. He was admitted to the Paladin Registry with a five star quality rating in 2005. See Regan’s online profile at http://www.paladinregistry.com/
Richard Dragotta (Paramus, NJ) has worked in the financial services industry for the past 20 years. He studied Economics and Accounting at Gettysburg College and he holds ChFC®, CRPC®, and RFC® designations. Dragotta is a fee-only service provider who provides financial planning and investment advisory services to businesses, individuals, and families. He was admitted to the Registry with a five star quality rating in 2005. Learn more about Dragotta at http://www.paladinregistry.com/
Richard Schultz (North Tustin, CA) has worked in the financial services industry for the past 18 years. He received his Bachelor of Science degree from Moorhead State University and he is a Certified Financial Planner ® and a NAPFA-RA. Schultz provides fee-only financial planning and investment advisory services to individuals and families. He was admitted to the Paladin Registry with a five star quality rating in 2009. See Schultz’s online profile at http://www.paladinregistry.com/
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 Paladin 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.
(916) 253-3334 (CA)
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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.