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advisor account

A type of brokerage account in which a broker may trade a customer's securities on a limited scale without directly consulting the customer, based on the prior consultation of the customer's defined investment goals.

Related information about advisor account:
  1. Advisor Account Definition | Investopedia
    A type of investment account where an investment advisor works closely with a client in formulating and implementing investment purchases and strategies.
     
  2. Advisor Account Checklist
    Step by Step instructions to open a Professional or Friends & Family Advisor Account.
     
  3. Can I upgrade my individual account to an advisor account? | IB ...
    Clients often request that their individual accounts be converted to advisor accounts so they can take advantage of the advisor account structure. Information : ...
     
  4. How do I move my current IB account underneath an advisor account?
    Interactive Brokers allows existing accounts to request their full account be 'linked ' to a Friends and Family Advisor account, a Professional Financial Advisor or ...
     
  5. SecureWorks in Atlanta - Trusted Advisor\account Service ...
    Trusted Advisor\Account Service Management Sr. Advisor Dell Secureworks jobs in Atlanta currently available at Dell. Additional Atlanta SecureWorks jobs also ...
     
  6. Smith Barney Advisor
    When you open a Smith Barney Advisor account, your advisor will take the time to listen and understand your situation and help you develop a truly customized ...
     
  7. Trader68 Tip Box: Setting Up a IB Advisor Account in Trader68 ...
    Nov 16, 2011 ... In this Trader68 Tip Box we will demonstrate how easy it is to setup and autotrade a Friends and Family or Professional Advisor Account from ...
     
  8. UBS - UBS Strategic Advisor
    Your UBS Strategic Advisor Account Profile, which helps you define long-term goals and build an investment portfolio around them. A goal-based investment ...