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Broker vs. Advisor (What's the difference?)

West Coast Financial Services

Chapters
0:03
Broker vs. Advisor (Major Differences)
1:24
The Broker Philosophy
2:49
The Advisor Philosophy
4:00
Compensation
5:55
Portfolio Instability
West Coast Financial Services
Broker vs. Advisor (What's the difference?)
Aug 07, 2023 Season 1 Episode 1
Greg Brown & Alex Brown

Brokers  & Advisors have major differences in the following areas:

  • Who they primarily serve
  • How they are compensated
  • The resources available to serve customers
  • The Laws that govern them

In this episode, we break down the key distinctions of each so you know which individual can best serve YOUR needs.