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Adviser Credentials: What to Look For

Adviser Credentials: What to Look For

In my last blog, I started a conversation about adviser credentials by telling you a little bit about the ones we have here at AMDG Financial. I also mentioned that not all adviser credentials are created equal. The Financial Industry Regulatory...

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Adviser Credentials: Beneficial or Bogus?

Adviser Credentials: Beneficial or Bogus?

Are you confused by all those letters that you see after your adviser’s name? If so, it’s no wonder. Literally hundreds of financial designations exist around the world, with words like “Certified” or “Qualified” or “Accredited” in their names....

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Rebecca Stroud, CFA, Rejoins AMDG Financial as Adviser and Wealth Manager

Rebecca Stroud, CFA, Rejoins AMDG Financial as Adviser and Wealth Manager

AMDG Financial is pleased to announce that Rebecca (Becky) Stroud, CFA, has rejoined the firm as an adviser and wealth manager. Stroud, 38, who first joined AMDG Financial in 2003, had previously assisted with client transactions and developed...

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