Arrow Investment Education

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Finance, Fiduciary, Investing, oklahoma Jesse Carlucci Finance, Fiduciary, Investing, oklahoma Jesse Carlucci

Financial advisor vs fiduciary

The concept of a “fiduciary” can be applied to a lot of situations, as it generally means a person who acts on behalf of another person to manage assets. Essentially, a fiduciary is a person or organization that owes to another the duties of good faith and trust. They can be board members, the trustee of a trust or estate, or even an attorney to a client.

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