investment counselor
noun
variants
or investment adviser
: an individual or firm that analyzes and makes recommendations on a client's securities for a fee but does not have physical custody of these securities
investment counselors or advisers must register under the Investment Advisers Act of 1940—
J. O. Kamm
J. O. KammDictionary Entries Near investment counselor
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“Investment counselor.” Merriam-Webster.com Dictionary, Merriam-Webster, https://www.merriam-webster.com/dictionary/investment%20counselor. Accessed 28 Nov. 2024.
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