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Financial Advisors in Frederick, MD

How to choose a financial advisor in Frederick

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Sean Wade

Financial Advisor

Commonwealth Financial Network

Frederick, MD

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Edith Wennick

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Frederick, MD

ProfileNo contact yet

Donna Lail

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Frederick, MD

ProfileNo contact yet

Mark Mayer

Financial Advisor

KESTRA ADVISORY SERVICES, LLC

Frederick, MD

ProfileNo contact yet

Timothy Mellott

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Frederick, MD

ProfileNo contact yet
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