Barron s top 100 financial advisors

    • [DOC File]RIC EDELMAN - WETA

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      Acclaimed Financial Advisor Barron’s has five times (2004–2008) ranked Ric Edelman among America’s 100 top financial advisors. In 2004, Ric was inducted into the Financial Advisor Hall of Fame, ranked the #1 advisor in the nation by Research Magazine for his focus on the individual client and ranked #42 on Registered Rep magazine’s list of “America’s Top 50 Advisors.”

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    • [DOCX File]City of Burlington

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      UBS designates only certain Financial Advisors as UBS Institutional Consultants. Institutional Consultants must have a combination of education, financial industry experience, and institutional assets under management. ... Barron’s . Top 100 Financial Advisor in America and a . Financial Times . 400 Top Advisor, Marc has 38 years of ...

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    • [DOC File]MONROE COMMUNITY COLLEGE FOUNDATION

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      Lori also ranked fifth on the list of the country’s “Top 100 Women Financial Advisors,” as published annually by Barron’s and appeared in the June 7 issue. Howard Konar was named one of 11 members to the United States Holocaust Memorial Council, the governing body of the United States Holocaust Memorial Museum by President George W ...

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    • [DOCX File]FAR - Home

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      Jun 22, 2016 · *Barron’s Top-1000 Advisors (2009) The number of advisors shown for each state is based on the total population of the state, so larger states have larger listings. The rankings reflect assets under management, revenues, quality of the advisors…

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    • [DOC File]The McPeak Investment Group of Wells Fargo Advisors

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      Four CERTIFIED FINANCIAL PLANNERTM Practitioners – CFP® Three Master’s in Financial Planning . One Certified Investment Management Analyst – CIMA® Forbes Best-In-State Wealth Advisors* - New Jersey (2018, Neil McPeak) Barron’s Top 1,200 Advisors in the country* (2015, 2016,2017 Neil McPeak)

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