Disclosures
Bank Investment Consultant’s Top 100 Advisor List: To compile the list, multiple variables were combined into one composite score. The six categories used are: (1) Assets under management; (2) Trailing-12 month production; (3) Percentage increase in AUM from the previous year; (4) Percentage increase in T-12 production; (5) Amount of fee business; and (6) The ratio of production-per-AUM. The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.
