Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

How is an advisors Experience metric calculated?

April 26, 2017advisor calculated experience metric

0

Posted

How is an advisors Experience metric calculated?

1 Answer

0

Posted

The number of years the advisor has been in the industry starting in the year of the advisor’s first registration with the SEC or FINRA. A full bar represents 20+ years of experience. Note that at this time this metric does not reflect other possibly highly relevant experience in related industries such as law or securities regulation. We encourage you to contact the advisor directly to discuss his/her relevant experience.