Question:
Hello Jim, I currently serve as a fiduciary to my brother whom is a 100% disabled veteran. I’m also a financial professional with 30 years of financial industry experience where I’ve held various executive level positions in project management, sales and Client service, managing public and institutional clients. I also have a bachelors degree in Business Management and I have held series 7 and 63 licenses. I’ve really come to enjoy performing my fiduciary duties and have learned a lot since I was appointed. My question is I’m extremely interested in helping other veterans who need help managing their assets. Is it possible me for to become a professional fiduciary for the veterans?
Jim's Reply:
Become a VA fidu? You bet that's possible. Click here.
But I have to warn you that the VA fidu program isn't highly regarded. An old friend has this to say: The VA Fiduciary Program: A Wretched Hive of Scum and Villainry.
That actually describes it pretty well. I've been an advocate for a long time and dealing with the Fidu program is one of the more frustrating processes I've encountered at VA. I hope you may be able to join in and bring some clarity to what it is they're trying to do.
Thank you for your interests in veterans and for taking care of your brother.
Good luck.