This content cannot be copied without express written consent of CWM, LLC. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at Copyright 2022 Aptus Wealth Planning®️. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. This site is published for residents of the United States only. Please visit the locations page on this website for information related to specific advisors at each location for more disclosures related to which firms they offer securities business through, if any, or which firm they offer advisory services through. Please note not all advisors affiliated or using the name of Carson Wealth offer securities through Cetera Advisor Networks LLC, Member FINRA/ SIPC, or offers investment advisory services through CWM, LLC. Privacy Policy | Important Disclosures | Cetera Advisor Networks Business Continuity Plan Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Securities offered through Cetera Advisor Networks LLC, Member FINRA/ SIPC. This recognition should not be construed as an endorsement of the advisor by any client. Listing in this publication is not a guarantee of future investment success. Investment News 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. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors.
Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. Barron’s Magazine Hall of Fame Inductee – Ron Carson, Octoissue. Listing in this publication and/or award is not a guarantee of future investment success. Research summary as of 34,925 nominations received, based on thresholds – 19,640 invited to complete online survey – 14,476 telephone interviews – 2,657 in-person interviews at Advisor’s location, and 1,311 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 factors like 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 Neal McGrath (2022). 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.
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