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Paladin Registry Completed Background Checks for Ted Halpern, Dan Strain, and J. Charles Dunham

PaladinRegistry.com conducts background checks for financial advisors and financial planners. This is another way financial professionals can provide investors with full disclosure and transparency about who they are and what they do.

 
PRLog - Dec. 6, 2010 - LINCOLN, Calif. -- Sacramento, CA, December 6, 2010.  Many financial planners, investment advisors, and money managers use deceptive sales tactics to gain control of investor assets. It is up to investors to determine which advisors are telling the truth and which ones are omitting, misrepresenting, or exaggerating information. This task is tougher than it sounds because financial advisors do not have mandatory disclosure requirements. Paladin Registry makes the task easier by conducting comprehensive due diligence and background checks that validate the accuracy of information that advisors provide investors when they sell investment advice, services, and products.
   
Jack Waymire, founder of PaladinRegistry.com, recently announced three more financial professionals have completed Paladin’s comprehensive background check processes. They are: Ted Halpern, Dan Strain, and J. Charles Dunham. 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”.  

Ted Halpern (Rockville, MD) has worked in the financial services industry for the past 18 years. He received a BS degree from the University of Maryland and holds AAMS®, AWMA®, CRPC®, and RFC® designations. Halpern is a member of the Financial Planning Association and provides fee-only financial planning and investment advisory services to businesses, nonprofits, corporate pension funds, individuals, and families. He was admitted to the Paladin Registry with a five star quality rating in 2009. See Halpern’s online profile at http://www.paladinregistry.com/advisor/Ted.Halpern    

Dan Strain (Columbus, GA) has worked in the financial services industry for the past 38 years. He received a BS degree from Auburn University and a MS degree from the Institute of Business and Finance. He holds ChFC®, CLU®, CFS®, CSC, and LUTFC designations and he is a member of the National Association of Insurance and Financial Advisors. Strain provides fee-only financial planning and investment advisory services to businesses, nonprofits, corporate and public pension funds, individuals, and families. He was admitted to the Registry with a five star quality rating in 2005. Learn more about Strain at http://www.paladinregistry.com/advisor/Dan.Strain    

J. Charles Dunham (Birmingham, AL) has worked in the financial services industry for the past 26 years. He received a BA degree from Vanderbilt University and a MBA degree from the University of Alabama at Birmingham. He holds CFP®, CRPC®, ChFC®, and CLU® designations and he is a member of the Financial Planning Association. Dunham is a fee-only service provider who provides 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 Dunham’s online profile at
http://www.paladinregistry.com/advisor/J._Charles.Dunham    

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.

KEY CONTACT
Jack Waymire
Jack@PaladinRegistry.com
(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.

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Contact Email:
***@paladinregistry.com Email Verified
Source:Jack Waymire
Phone:916.253.3334
Zip:95648
City/Town:Lincoln - California - United States
Industry:Financial advisors, Financial planners, Investing
Tags:financial advisors, financial planners, investing, background checks, investments, finra, sec, investment scams
Shortcut:prlog.org/11117284
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