Latest / Pivot with Darryl Lyons
Who Really Holds Your Money? Six Questions to Ask Your Financial Advisor
Who actually holds your money? And how can you know your financial advisor is acting in your best interest?
In this episode of PIVOT with Darryl Lyons, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, breaks down how the registered investment advisory (RIA) industry works and why understanding the structure behind your investments matters.
Drawing on his 20 years of experience as an independent advisor, Darryl explains the role of financial custodians like Charles Schwab and Fidelity, how investors can independently verify their account information, and why conflicts of interest at…
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