answersLogoWhite

0


Want this question answered?

Be notified when an answer is posted

Add your answer:

Earn +20 pts
Q: How long does a financial advisor need to keep clients records?
Write your answer...
Submit
Still have questions?
magnify glass
imp
Related questions

Fraud and ethics in managerial accounting?

A managerial accountant is a person who controls the financial information for a company. Ethics require that managerial accountants keep company financial records completely confidential, and they should objectively inform their clients of all relevant financial information.


Why is important to keep accurate financial records?

yea


How long do you keep financial records?

Seven years is standard.


Can you make multiple payments on your mortgage?

You should get some good advice from a financial advisor. It may be better for you to make extra payments against the principal depending on how long you plan to keep the premises.You should get some good advice from a financial advisor. It may be better for you to make extra payments against the principal depending on how long you plan to keep the premises.You should get some good advice from a financial advisor. It may be better for you to make extra payments against the principal depending on how long you plan to keep the premises.You should get some good advice from a financial advisor. It may be better for you to make extra payments against the principal depending on how long you plan to keep the premises.


How long do you keep business financial records?

It varies according to the country.


What makes Manetho so important to historians?

He was a priest and an advisor, began to keep records and he divided the kings into different dynasties.


How long do you need to keep financial records after someone dies?

7 years


Most nations do not keep records of their commercial and financial dealings with other nations?

false


Why do businesses need to keep financial records?

It is required by the FASB and the government. It is your legal obligation.


Do most nations keep records of their commercial and financial dealing with other nations?

false


Most nations do not keep records of their commercial and financial dealings with other nations.?

false


What do you most likely keep in a database?

Important records, such as a financial statement is an item that you would be most likely to keep in a database.