A Look At The Role A Certified Financial Advisor Orlando FL in Helping You With Your Finances

by | May 3, 2021 | Financial Services

When it comes to any big decision, it helps to seek out advice. This is especially important when it comes to your own financial circumstances. Ideally, it is best to get advice from someone who has the skills and experience to offer advice that will be appropriate for you. This is why it is often best to talk to a Certified Financial Advisor Orlando, FL.

What is an RFC?

If you look on the Oxford Advisory Group website you will see initials after the names of some of the team members. In the case of founder Christopher Dixon and managing partner Samuel Dixon you will see RFC.

RFC stands for registered financial consultant. This means that the person who has attained this certification is a professional in the financial field who has been able to prove how much they understand finance to the point where they have been awarded this certification.

In order to receive this certification, you need at least one of the following- a professional designation (such as CFA), either a Series 65 Securities license or a combination such as Series 6 and 66, a life insurance license, a bachelor’s degree or an advanced degree in business, economics or another field related to finance.

Choosing the right one

An advisor with a qualification such as an RFC may not necessarily be right for you, as it depends on the particular field they specialise in. In the case of the Oxford Advisory Group, they specialise in retirement planning so this is something to consider if you are about to consider your retirement options.

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