InvestmentNews Icons & Innovators: Awarded to Ron Carson (2016): Investment News Icons and Innovators award recipients were selected based on the broad definition of, those who have conceived new ideas and tools that have propelled the industry forward. Research summary as of 37,725 nominations received, based on thresholds –15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location, and 619 web-based interviews. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data,rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factorslike revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.įorbes Best-in-State Wealth Advisor: Awarded to Paul West (2018, 2021). Please consult legal or tax professionals for specific information regarding your individual situation. It may not be used for the purpose of avoiding any federal tax penalties.
The information in this material is not intended as tax or legal advice. The content is developed from sources believed to be providing accurate information.
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