I am a fiduciary
What exactly does this mean to you? Simply put, as an Investment Advisor Representative, I act as fiduciary for all of our investment management clients. We have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and all associated fees. Additionally, the recently enacted Department of Labor (DOL) Fiduciary Rule imposes a fiduciary duty upon advice given to any retirement account, including qualified insurance annuity products.