Methods of finding a financial professional among Millennials in the U.S. 2014

How did you meet your financial professional?

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Source

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Release date

March 2015

Region

United States

Survey time period

October to December 2014

Number of respondents

189 respondents

Age group

23 to 35

Special properties

full-time or part-time workers

Method of interview

Online survey

Supplementary notes

The source doesn't provide information about percentage points missing to 100%.

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Statistics on " Investment advisors in the United States "

Statistics on Investment advisors in the United States

Overview

5

Leading firms

3

Robo-advisors

7

Tools

3

Services

4

Clients

5

Client-advisor relationship

4

Further related statistics

20

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