The CFA Institute is a global organization dedicated to developing and promoting the highest educational, ethical and professional standards in the investment industry. Among other services, they provide additional information for finding an appropriate investment advisor by publishing a list of questions for you. These questions help you inderstand your goals and preferences as well as what you should ask a financial advisor and what an advisor should be asking you. CFA Institute – Important Questions

There are various organizations where you can go to get independent feedback regarding your investment advisor. The CFA Institute offers a listing of these various websites. CFA Institute – Find more information

It’s important to understand the roles that different investment professionals take while offering investment advice. Types of Investment Advisors