Paladin Registry

Paladin operates an online Directory and a Registry. Some of the professionals who advertise their services in the Directory are members of the Registry. You can identify them by the Registry icon in their advertisement. The Registry has three unique characteristics that benefit investors.

Pre-Screened Professionals
The financial planners and advisors who are profiled in the Registry have been pre-screened by Paladin analysts for the following criteria:

• Credentials
  • Education; Experience; Certifications; Association Memberships
• Ethics
  • Compliance Records; RIA or IAR Status; Fiduciary Status; Disclosure Practices 
• Business Practices
  • Method of Compensation; Servicing Arrangements; Performance Reports
• Financial Services
  • Planning Services; Investment Services; 

Five Star Quality Rating
Paladin uses a proprietary algorithm for rating the qualifications of financial advisors. Only advisors who achieve a five star quality rating are profiled in the Registry. 

Comprehensive Documentation
Advisors who are profiled in the Registry provide comprehensive documentation that helps you evaluate their competence, ethics, business practices, and services. Plus, you have a permanent record of their information.

• Comprehensive Professional Profile
• Disclosure Statement for Conflicts of Interest
• Code of Ethics
• Firm Documentation
• Advisor Authored Articles