investment advisor
1Investment advisor — An investment advisor (or investment adviser) is an individual or firm that advises clients on investment matters on a professional basis. They tend to fall into two distinct categories: * investment advisors offering direct financial advice to… …
2Investment Advisor — As defined by the Investment Advisors Act of 1940, any person or group that makes investment recommendations or conducts securities analysis in return for a fee, whether through direct management of client assets or via written publications. An… …
3Investment Advisor (magazine) — Infobox Magazine title = Investment Advisor image size = 110px image caption = editor = [http://www.investmentadvisor.com/author.php?topic=1 James J. Green] editor title = Editor in Chief staff writer = Robert F. Keane Melanie Waddell Liana… …
4investment advisor — noun someone who advises others how to invest their money • Syn: ↑investment adviser • Hypernyms: ↑adviser, ↑advisor, ↑consultant …
5Registered Investment Advisor — Investment Advisor (IA) is a non formal designation describing a person or firm in the United States who has registered with the U.S. Securities and Exchange Commission or state regulatory agency (where the primary business is situated or… …
6Certified Securities Investment Advisor — Hangul 증권투자상담사 Hanja 證卷投資商談師 Revised Romanization …
7Advisor — or adviser may refer to:Finances*Commodity trading advisor, any person who engages in the business of advising others *Financial advisor, also known as a financial planner, a practicing professional who helps people to deal with various personal… …
8Investment management — is the professional management of various securities (shares, bonds etc.) and assets (e.g., real estate), to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds,… …
9investment adviser — UK US noun [C] (also investment advisor) FINANCE ► FINANCIAL ADVISER(Cf. ↑financial adviser) …
10Registered Investment Advisor - RIA — An advisor, registered with the Securities and Exchange Commission, who manages the investments of others. This registration doesn t mean that the person is recommended by the SEC, it simply means that they are regulated by the SEC. In general,… …
