Tell Your Story

Share your story about your experience with your financial advisor.

Other investors can benefit from learning about your experiences with a financial advisor, whether positive or negative. Because others are likely to read your story, try to keep it to a few paragraphs rather than several pages.

To protect you from liability, regardless of how you may feel, do not mention the broker or advisor’s name (use “the advisor” or “my broker”).

If your story is published, we will use only your first name, last initial, and city, state. (example: John S, Chicago, IL). Your email address will not be posted.

Posting of stories is at the discretion of the Campaign for Investors.

Tell Your Story


John Oliver: Retirement Plans