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I was planning on contacting a financial planner who is known in my community as a stand-up fellow. I'm pretty sure he's a fee-only planner and would have clarified that with him first.

I called our state's securities board to see if he was registered with them. I was told he had been but didn't renew as of this year.

Should I take this as an indication that something is wrong? I would appreciate any opinions?

I live in Texas.

Betty
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