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Monday, 04/22/2019 3:49:23 PM

Monday, April 22, 2019 3:49:23 PM

Post# of 9365
Gallagher Fiduciary Advisors, LLC- A Fiduciary Group given the power to act on behalf of another and put their interests first. The Investment Advisors is by law that was enacted in order to regulate advisors who, for compensation, give advice to others as to the value of securities or as to the advisability of investing in, purchasing or selling securities. The law establishes principles for how advisors should treat their clients, which courts have interpreted to be fiduciary obligations.

The advisor, as a fiduciary, owes the client a duty of loyalty, which means they must act in the best interest of the client. If a conflict of interest exists, the advisor must make full and fair disclosure of all material facts so the client can make an informed decision whether to proceed with a transaction.

http://www.kccllc.net/windstream/document/1922312190419000000000003

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