How to decide which type of investment advisor works for you

by Sanjeev Bhatia, MD and David B. Mandell, JD, MBA
Choosing an investment advisor can be an extremely important decision for the long-term financial security of a physician.
In this second installment of a three-part series on investing, we briefly compare the leading options for professional investment advice. It is likely that many of you will choose from among these options, based on your specific circumstances and preferences, at some point in your career.
Definition: A broker dealer is generally a person or firm in the business of buying and selling securities, operating as both a broker

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