Oh, Shmoop is a home where the buffalo roam, where the nerds and the coolest kids play; where never is heard a discouraging word, and the Shmoints do flow freely all day.
Some things can be hard to define. That said, the U.S. is very clear about the things that it doesn't consider to be investment advisors. Here they are:
an investment advisor representative
a lawyer, accountant, engineer, or teacher whose performance of investment advice is solely incidental to the practice of the person's profession
a broker-dealer or its agents whose performance of investment advice is solely incidental to the conduct of business as a broker-dealer and that does not receive...
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