facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Mike Palmer in CBS MarketWatch: How to Spot Financial Advisor Warning Signs

Unfortunately, there are some bad and even unscrupulous financial advisors out there. What are some ways to help ensure the advisor you choose merits your trust?

CBS MarketWatch spoke with Ark Royal Wealth Management’s Managing Principal Mike Palmer about how consumers can more effectively vet advisors. Mike shared how he helped one client avoid nearly $200,000 of surrender fees from the sale of an inappropriate index annuity.


Click here to read the entire article.