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Registered
Join Date: Apr 2001
Location: Linn County, Oregon
Posts: 48,895
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Dunno about what level means wealth...but if you ask me, he was lucky to have avoided this "investment planner".
Did you know that many such "planners" are not licensed...they just call themselves that? No law against doing so, either...one can hang a "financial planner" shingle with no credentials at all.
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"Now, to put a water-cooled engine in the rear and to have a radiator in the front, that's not very intelligent."
-Ferry Porsche (PANO, Oct. '73) (I, Paul D. have loved this quote since 1973. It will remain as long as I post here.)
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