CenterPoint Financial Group is pleased to announce that Nate LeGrand, CFP® Certified Financial Planner™ Professional, has been named to the 2019 Forbes list of Best-In-State Wealth Advisors.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.
“I am extremely grateful to be a part of this select group,” LeGrand said “Our staff works very hard to provide the best service possible and to be recognized is such an honor.”
Forbes began in 1917. The first of their now famous lists were published in 1949, in the form of ranking industries and companies. Developed by SHOOK Research, this 2019 list recognizes top financial advisors at banks, brokerages, custodians, insurance companies, clearing houses and others from across the United States. SHOOK Research creates rankings of role models – advisors that are leading the way in offering best practices and providing a high-quality experience for clients. A focus on both quantitative and qualitative factors, including telephone and in-person meetings, is imperative.
“This achievement would not have been possible without my clients continued trust and support.” LeGrand noted. “I consider it an honor to serve them and am thrilled about reaching this milestone.”
About Forbes ranking of Best-In-State Wealth Advisors
Source: Forbes.com (Feb. 2019). Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.
*Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
* Past performance is not indicative of future results. Individual experiences may vary.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.