verify_advisor
Quickly verify an investment advisor's active status, firm, and risk score. Get a yes/no safety check with disclosure summary and recommendation.
Instructions
Quick verification check for an investment advisor. Returns active status, current firm, disclosure summary, risk score, and recommendation. Use this for a quick yes/no safety check. For full details use lookup_advisor instead.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| crd_number | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||