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Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2008-2013 Five Star Wealth Managers.

The 2011 NABCAP Premier Advisor Award based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure and philosophy among other factors.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Illinois (IL), Missouri (MO), Ohio (OH), and Texas (TX).

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.

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