Individual Investors > How Do I Start? > How do I select a Financial Consultant? What is the role of a Parker/Hunter Financial Consultant? > Find a Parker/Hunter Financial Consultant > Parker/Hunter Process >

How do I select a Financial Consultant? When you consider working with a professional advisor, you might consider the following aspects of their practice. Earning the privilege to serve clients as a trusted advisor requires hard work, extensive education and providing value to the relationship. Educated: A Financial Consultant should be the product of extensive training by his/her firm and the Securities Industry in planning techniques and portfolio management. Educator: A Financial Consultant should be interested in and willing to take time to educate you about financial planning and investing. His/Her firm should offer educational literature on many topics. Planner: A Financial Consultant should offer a planning process that addresses your financial goals, risk tolerance and investing experience. Portfolio Manager: A Financial Consultant should understand portfolio management theory and be able to evaluate and rebalance your assets in accordance with your investment objectives. Access to Specialists: A Financial Consultant should be backed by planning, investment and trade execution experts offering hands-on and timely advice. Full-Service Firm: A Financial Consultant should represent a Firm that offers a full range of services, comprehensive publications, a quality web site and a process to guide long range investing. Community Locations: A Financial Consultant should be located in an office in your community and be involved in local organizations with other professionals who serve you.

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