Broker Check

Fiduciary Responsibility

McCollum Financial Group, LLC, has been a locally owned, independent financial services firm providing solution-centric financial and insurance strategies since 2002.

As of November 1, 2016, I became an Accredited Investment Fiduciary (AIF) registered with the Securities and Exchange Commission.

According to the Cornell Law Dictionary, "A fiduciary is the highest standard of care."

Being a fiduciary financial advisor means having a legal obligation to act in my client's best interest. This designation means I am part of a smaller, select group of financial advisors that have worked hard to achieve this status. We are held to higher standard of professional ethical conduct.


Have a Question?

Thank you!
Oops!