Financial Advisor
/ˌfaɪnænʃəl əˈdvaɪzər/
Definitions
- (n.) A professional who provides legal and financial guidance on investments, estate planning, taxes, and retirement to clients.
The financial advisor recommended diversifying the client's portfolio to minimize risk.
Forms
- financial advisors
See also
Commentary
Legal usage often involves fiduciary responsibilities, so clarity on advisor's duty is important in contracts and disclosures.
This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.