LB Financial Advisors F.A.Q.

Our Service – Advisor Screening Process – About LB 

Is the service free? Yes, the service is completely free to you. The financial advisor pays LB Financial Advisors a small one-time fee when we find them a good match.

Surprised by the short form? We are going to follow-up with a call in next day or two. Based on the information the you share during the call we’ll match you with an appropriate advisor. Learn about our matching methodology.

Are you regulated? LB Financial Advisors exclusively works with financial advisors which are licensed by FINRA or the SEC. In addition, LB Financial Advisors only will refers clients to “Fee Only” financial advisors. However, LB is not itself a financial advisor, nor are we regulated by the FINRA or the SEC.

Is my information confidential? We will not provide your contact information to a financial advisor without your permission. Nor will we sell your e-mail address, phone number or name to any third parties. To help with finding the right financial advisor, we may share some of your financial information and background with potential matches.

How do you match me with a financial advisor? Matching is a two-step process. First, we screen financial advisors for experience, regulatory record, and fee model. Then, we match your specific interests to the advisors expertise and background.

Surprised by the short form? We are going to follow-up with a call in next day or two. Based on the information that you share during the call we’ll match you with an appropriate advisor. Learn about our matching methodology.

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