the fullerton group

Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron’s in exchange for the rating. Also considered were the advanced professional designations and accomplishments represented on the team. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating is not indicative of the Financial Advisors’ future performance. PLANADVISER Top 100 Retirement Plan Advisers 2019. Rankings are based on the opinions of SHOOK Research, LLC. Source: Research Magazine’s 130 Top-Ranked Advisor Teams in America, as identified by The Winner’s Circle®, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years’ financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Forbes Top Next Generation Wealth Advisors 2020. For more information, see, Working Mother Magazine Top Wealth Advisor Moms 2019, Source: Working Mother Magazine (October/November, 2019). Research Magazine’s Top-Ranked Teams in America. 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. Financial Times Top 401 Retirement Plan Advisors 2019. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. Source: Forbes.com (February 2018). Steve retired from Arizona law enforcement after 22 years of honorable service. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high net worth accounts and families to portfolio management and retirement planning. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors’ practices gathered directly from the nominees. For more information on NABCAP’s methodology, go to nabcap.org. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). Here are some key considerations. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Barron’s in exchange for the rating. Nominees were required to provide various details about their practice and answer essay questions. Barron’s Top 100 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. 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. This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barron’s Winner’s Circle Top Women Advisors Summit, hosted by Barron’s magazine, to promote best practices in the industry and the value of advice to the investing public. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Data as of 3/31/19. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Helping you map a comprehensive retirement plan that dynamically adjusts investing strategies based on the different stages of your life … The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. Barron’s Top 100 Women Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. The Fullertons and their children Alexandrea, Steve Jr. and Samantha; son-in-law, Josh; and grandchildren, Shiloh, Indy and Finley enjoy snowboarding, skiing and spending time in the mountains.

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