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Broker vs Fiduciary vs Hybrid Financial Advisor

In this post I’ll be covering the very important difference between a Broker, Fiduciary, and Hybrid financial advisor.

Let’s first define each type of advisor:

Broker
• An order taker that does not look at your long term goals.

Fiduciary
• Looks at your entire financial world and has your best interest  before anything else.

Hybrid
• Can take orders and help with your long term plan

The main concern when working with a Hybrid Advisor is that they can switch from having your best interest to their best interest in the same conversation. This change in best interest happens without you “the client” even being aware of it.

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714-909-1215

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cliff@cliffdownie.com

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26050 Acero, Mission Viejo, CA 92691
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Meeting locations available in the following cities: Anaheim, Brea, Cerritos, Costa Mesa, Irvine, La Palma, Newport Beach, Orange, Ontario, Riverside and San Bernardino”

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Downie Financial Group (“DFG”) is a registered investment adviser offering advisory services in the State(s) of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by DFG in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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Downie Financial Group

Branch office address:
26050 Acero, Mission Viejo, CA 92691
Phone: 714-909-1215
Email: cliff@cliffdownie.com

 

Areas of Service

Meeting locations available in the following cities: Anaheim, Brea, Cerritos, Costa Mesa, Irvine, La Palma, Newport Beach, Orange, Ontario, Riverside and San Bernardino

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