Cody and Max have each been named a Top Best-in-State Wealth Advisor by Forbes!
See the full 2023 rankings here: https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
Cody and Max were named to the 2022 edition of the AdvisorHub’s list of 50 Advisors to Watch.
The 2022 AdvisorHub 50 Advisors to Watch over $1b ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Advisors considered have a minimum of seven years’ experience, a compliance record with no more than 3 complaints, and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received and 79 in this category, 50 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. 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 AdvisorHub.
Cody and Max have been named to the 2022 edition of the Forbes list of Top Next-Gen Wealth Advisors! The list recognizes top financial advisors under 40 across the US. This year’s Next-Gen Wealth Advisors spotlights 1,000 top-performing advisors across the country who were nominated by their firms – and then research, interviewed and assigned a ranking by SHOOK Research. This achievement would not be possible without your continued trust and support. Milestones like this serve to reinforce our belief that always placing our clients’ interests first is the best way to do business.
About Forbes Top Next-Gen Wealth Advisors
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those who encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receive a fee in exchange for rankings. The research summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete an online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors’ location, 1,357 virtual interviews and 3,513 individuals considered and 1,000 individuals won the Next-Gen ranking. This ranking is not indicative of an advisor's future performance, is not an endorsement and may not be representative of an individual client’s experience. For more information and complete details on methodology, go to shookresearch.com
About Raymond James
Raymond James Financial, Inc. (NYSE: RJF), is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,600 financial advisors. Total client assets are $1.13 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
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