The International Association of Registered Financial Consultants (IARFC) has recently awarded Ted Meyer of Coventry Financial Group the "Ethics Approved Seal" for their adherence to the IARFC Code of Ethics.
This historical verification includes background checks from the Financial Industry Regulatory Authority (FINRA), state licensing records and internet recognition searches. A clean record for the past 5 years satisfies the IARFC requirements for being "Ethics Approved".
The IARFC Code of Ethics is the foundation of a relationship between a consumer and their financial consultant. It is founded on these 5 principles:
This historical verification includes background checks from the Financial Industry Regulatory Authority (FINRA), state licensing records and internet recognition searches. A clean record for the past 5 years satisfies the IARFC requirements for being "Ethics Approved".
The IARFC Code of Ethics is the foundation of a relationship between a consumer and their financial consultant. It is founded on these 5 principles:
I will at all times put my client's interest above my own. I will maintain proficiency in my work through continuing education. When fee-based services are involved, I will charge a fair and reasonable fee based on the amount of time and skill required. I will abide by both the spirit and the letter of the laws and regulations applicable to financial planning services. I will give my client the same service I would give to myself in the same circumstances. |
Ted Meyer has been serving clients locally in the Phoenix, Arizona area, as well as those located across the United States, for over a decade specializing in the areas of individual and family investment and financial planning. His mission is to develop a sustainable strategy for each client linked directly to their risk tolerance, stage in life and personal financial goals.
"This is an effort towards increased transparency", explained Chairman H. Stephen Bailey. "The public is more educated than ever and needs assurance of the background of their financial professional and their adherence to a Code of Ethics. We are proud of our members who maintain this high level of integrity year after year."
The IARFC, founded in 1984, is a non-profit credentialing organization formed to foster public confidence in the financial planning profession. Their professional designations, Registered Financial Consultant (RFC) and Registered Financial Association (RFA) are awarded to those consultants who can meet the high standards of education, experience and integrity that are required of all it's members. More info on the Association can be found at www.iarfc.org.
"This is an effort towards increased transparency", explained Chairman H. Stephen Bailey. "The public is more educated than ever and needs assurance of the background of their financial professional and their adherence to a Code of Ethics. We are proud of our members who maintain this high level of integrity year after year."
The IARFC, founded in 1984, is a non-profit credentialing organization formed to foster public confidence in the financial planning profession. Their professional designations, Registered Financial Consultant (RFC) and Registered Financial Association (RFA) are awarded to those consultants who can meet the high standards of education, experience and integrity that are required of all it's members. More info on the Association can be found at www.iarfc.org.
