After a three-year-old dispute centering on a disciplinary action by the CFP Board against a husband-and-wife team, the U.S. Court of Appeals D.C. Circuit has ruled in favor of the Board over a “fee only” advisor designation.
As a financial advisor with over 20 years of experience, I feel fortunate to call Jim my attorney and friend. He is a fantastic lawyer and trusted advisor. He is skilled in the matters necessary to do the job well. He uses his thoughtful approach and calm demeanor to achieve a positive outcome for the client. If you want to feel confident that nothing will be missed and that you will be represented in a highly professional manner, call Jim Eccleston.