No. of Recommendations: 3
It's also important to be a able to distinguish between those who advise and those who sell. When my dad died, I discovered lots of front-end heavy investments that lined the pocket of the seller who my dad naively believed was advising him. I set up trust and FBO IRA accounts at Vanguard, and they moved all the funds from Paine (or is it pain) Webber.

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