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This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor’s future performance. The listing reflects each advisor’s status in six primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. Nominees are asked to respond to a series of questions, both quantitative and qualitative, about their experience and practices. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. They have collected enormous wealth for themselves, and they...Neal Brennan Net Worth 2020: Age, Height, Weight, Girlfriend, Dating, Bio-Wiki Finalists are entitled to receive paid airfare, conference registration, and three nights’ hotel accommodations to The ASPPA 401(k) SUMMIT. Also considered were the advanced professional designations and accomplishments represented on the team. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and 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. Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron’s in exchange for the rating. Get full details in Kevin Brennan's Reputation Profile. For more information see Source: Forbes Magazine (July 2019). The ranking of America's Top Wealth Advisors, developed by Forbes' partner SHOOK Research, is based on an algorithm of qualitative and quantitative data rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. Neal is 5 feet 9 inches long, weighs approximately 68 kg. He has green eyes while the color of his hair brown. Kevin Brennan, the older brother of … For more information: www.SHOOKresearch.com.Source: Forbes.com (May, 2019). Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms.

Advisors in the Top 1,000 Financial Advisors have a minimum of seven years of financial services experience. The rating is not indicative of the Institutional Consulting Director’s past or future performance. Rankings are based on the opinions of SHOOK Research, LLC, and not indicative of future performance or representative of any one client’s experience. Tom Ford. Self-nominations are not accepted. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.Source: Barron’s Top 1,200 Advisors, March 11, 2019, as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating.Source: On Wall Street “The Top 75 Branch Managers,” September 04, 2018.

The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's in exchange for the rating. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winner’s Circle in exchange for the rating.Working Mother Magazine Top Wealth Advisor Moms 2017Source: Working Mother magazine (October/November 2017), SHOOK™ Research considered Financial Advisors who are mothers with children living at home and under the age of 18. Using quantifiable and objective criteria and selected from a pool of over 400 candidates, financial advisors in the Top 100 Women Financial Advisors are required to have a minimum of 10 years’ experience and at least $200 million assets under management (AUM). This information is known only by the same person or the tax service. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Baltimore Jewish Times in exchange for the rating.Barron's “Top 50 Institutional Consulting Teams 2020"Source: Barron's “Top 50 Institutional Consulting Teams,” April 20, 2020. Barron’s Top 100 Women Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Individuals are judged based on qualitative information collected from the nomination form, and potentially from interviews with the Award Committee.