Jack Waymire, founder of PaladinRegistry.com, recently announced three more financial professionals have completed Paladin’s comprehensive background check processes. They are: Roy Jones, Robert Kargenian, and Heidi Clute. 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”
Roy Jones (Sandy, UT) has worked in the financial services industry for the past 11 years. He received a BA degree from Brigham Young University and a Graduate Certificate in Financial Planning from Westminster College. He is a Certified Financial Planner™ and a member of the Financial Planning Association. Jones provides fee-only financial planning and investment advisory services to businesses, nonprofits, individuals and families. He was admitted to the Paladin Registry with a five star quality rating in 2006. See Jones’ online profile at http://www.paladinregistry.com/
Robert Kargenian (Orange, CA) has worked in the financial services industry for the past 26 years. He received a BA degree from California State University, Fullerton and he is a Chartered Market Technician. Kargenian is a member of the Market Technicians Association and provides fee-only financial planning and investment advisory services to businesses, corporate pension funds, individuals and families. He was admitted to the Registry with a five star quality rating in 2007. Learn more about Kargenian at http://www.paladinregistry.com/
Heidi Clute (Plattsburgh, NY) has worked in the financial services industry for the past 29 years. She received her BS degree from the State University of New York at Plattsburgh and she is a Certified Financial Planner™. Clute is a fee-only service provider who provides financial planning and investment advisory services to individuals and families. She was admitted to the Paladin Registry with a five star quality rating in 2006. See Clute’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.