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Understands goals and financial situations

10.0

Gives tailored investment advice

9.6

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

99

Score

Number of reviews: 5
Distribution:

Reviews on Jim David

Missing

Current Client

April 12, 2018

98

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

9.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

April 10, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

April 10, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

April 9, 2018

98

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

9.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

April 9, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

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