Excited to share we have been selected by AdvisorHub magazine as one of the 2024 AdvisorHub Advisors to Watch 250 Advisors under $1Bil. Only 250 advisors in the country made this list, and I am proud of the work our team has done for our clients and honored for this recognition.
2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/23 (Source: AdvisorHub). The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 250 Advisors under $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch. Advisors to Watch: Under $1B 2024 - AdvisorHub
I watch you all the time, if you could putt you would be a wayyyyyy better manager of money ??