Go to navigation Go to content
Toll-Free: 866-827-6537
Phone: 614-224-6000

Recovering Losses caused by Investment Misconduct

Toll Free 866-827-6537 (866-8-BROKER)

How to Find a Good Financial Advisor to Help You Avoid an Ohio Investment Scam

We often talk about bad financial advisors and stockbrokers. We talk about the ones who commit fraud and scam you out of your own money. However, most financial advisors are honest. In fact, a good financial advisor is extremely important in helping you avoid Ohio investment scams and Ponzi schemes.

How to Find a Reputable Financial Advisor

As with any professional, there are a number of ways to find an honest and reputable financial advisor. Specifically, you can:
  • Ask families and friends for recommendations. When asking for recommendations, be sure to ask how long your friend or relative has been working with a particular advisor and whether there have ever been any problems.
  • Schedule a free consultation with a few financial advisors to get an idea of their styles, how well they listen to you, and their risk tolerance, for example.
  • Check the credentials of financial advisors before hiring someone. For example, you might find out if the advisor is a member of the Financial Planning Association, the Certified Financial Planner Board of Standards, and/or the National Association of Personal Financial Advisors. You might find out if the advisor has submitted required forms to the SEC and check up on the investment advisor's CRD report. You can also find information using FINRA's BrokerCheck.

How a Columbus Investment Fraud Lawyer Can Help if Your Financial Advisor Doesn't

These steps may help minimize your chances of being a financial fraud victim, but - despite your due diligence - the risk of investment fraud remains. If you have lost money in an Ohio investment scam, then it is important to contact an experienced Columbus investment fraud attorney today for a free consultation.

The experienced Ohio investment fraud attorneys with the Law Firm of Meyer Wilson can be reached at 614-224-6000 or toll-free at 1-866-827-6537. All of our cases are handled on a contingency-fee basis, and we do not request retainers of any kind.

To learn more about your rights and potential recovery, we invite you to read our FREE book: Five Signs of Investment Fraud... And What to Do if it's Happened to You.