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Understands goals and financial situations

9.0

Gives tailored investment advice

9.0

Prepared for conversation

9.0

Professionalism

9.0

Offers full range of services

10.0

Overall recommendation

9.0

91

Score

Number of reviews: 1
Distribution:

Review on Adam Scott

Missing

N. S.

Woodland Hills, CA
October 3, 2014

91

Score

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Understands goals and financial situations

9.0

Gives tailored investment advice

9.0

Prepared for conversation

9.0

Professionalism

9.0

Offers full range of services

10.0

Overall recommendation

9.0

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