The Differences Among Investment Advisers, Stock Brokers and Financial Planners

This is an excellent summary, written in simple terms, of the differences between Investment Advisers, Stock Brokers and Financial Planners, offered by the Investment Adviser Association.  It explains the type of financial professional might be a good fit for you, depending on the types of services that you require, and the different duties of each.

https://www.investmentadviser.org/eweb/docs/Publications_News/Reports_and_Brochures/Cutting_Through_the_Confusion/cutting_through_the_confusion.pdf