I posted this in the weekly discussion but didn't hear anything so sorry if you see it as a repost.
For all the financial advisors out there, how hard/dumb would this be for me?
I work in a public school and have quite a strong interest in finance/investing (albeit nothing more than reading books/podcasts). I have been thoroughly pissed off with how teachers have been screwed through our retirement plans. Glaring through our 403b plans (almost all are annuities) and hearing about other poor plans from nearby schools, how difficult would it be to become an advisor? I understand there are many certifications and exams (Series 6, 7, 65, 66, etc.) but I'm curious what is the bare-minimum to become a legal advisor in the school setting for 403b plans?
My goal would be to help mostly with retirement funds and set up 403b plans through some type of low-cost broker such as Vanguard/Fidelity (they are available for 403, but most schools don't know) even if it would be fee-based for me. Sorry if all this sounds crazy? Just a lot of thoughts running through my head.
Submitted December 27, 2018 at 08:58AM by Smashbutt http://bit.ly/2Vbzju6
