Ann Miller Rn MHA commented on July 17, 2012
Brian - My View Point is Pretty Unique
Now, I am a doctor and board certified surgeon who held Series #7, #63 and #65 securities licenses, and was a Certified Financial Planner® for more than a decade. I was registered with a BD, SEC and NASD/FINRA, and held life, health and PC insurance licenses. This is the so-called “dual registration” to earn commissions and fees.
And, I’ve got a current partner who is a doctor-CPA who has a Master’s Degree in Accounting. So, I know from whence I speak.
Do Clients Trust Insurance Agents or Financial Advisors More than Doctors or CPAs? - NO
Dr. David E. Marcinko MBA