Granite Group Advisors -

NEWS

2015-07-29 :: Billion-Dollar Advisor Barred From Industry
Financial Planning

This article makes it clear that the issue is not only the broker, but it is primarily Merrill Lynch’s lack of supervisory process. This should be a warning for any entity that utilizes a large firm for a retirement plan account. If your company is looking for a company  with a fiduciary process, operational process and investment process that exceeds the safety and transparency industry standards, please Lyle Himebaugh at 203-210-7814.

 

 

 


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