The companies selected
exceed the criteria below:
Fee-Only or Fee-Based
RIA or IAR
No Unresolved Lawsuits or Grievances
Advanced Certifications Held
Comprehensive Range of Wealth Management and Financial Planning Services Offered
15+ Years of Industry Experience
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Securities and Financial Planning offered through LPL Financial, Member FINRA/ SIPC.
Securities and Advisory Services Offered Through VSR Financial Services Inc., Member FINRA & SIPC.
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc.
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