Barron’s Magazine recently hosted Conrad Pearson and many of the Top 100 Independent Financial Advisors at the Barron’s Winner’s Circle Top Independent Advisors Summit. The Top 100 Independent Financial Advisors were ranked in Barron’s August 18, 2008, issue. Barron’s Magazine Editor and President Ed Finn said, “This summit has brought together the best independent advisors in America, who readily shared best-practice experiences and ideas for the benefit of their clients and of the industry. Such exchange of industry wisdom is more important now than ever, as advisors and their clients cope with difficult market conditions and the need to re-establish investment plans in the wake of the recent market meltdown.”
In January 2006, Conrad was recognized by Research Magazine, as one of the "Top Ranked Advisers in America." Each advisor on this year's State-by-State Winners Circle rankings was filtered from a list of over 7,000 nominations from securities firms, banks, independent firms and more. The Winner's Circle team vetted each advisor through a host of quantitative and qualitative criteria, ranging from assets managed, revenue produced, experience levels, acceptable compliance records and U4 forms, discussions with management and more.
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation. |
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Compare the potential future value of tax-deferred investments to that of taxable investments. Estimate the potential cost of waiting to purchase a long-term care insurance policy. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Conrad Pearson, Russ Murfitt and John Passaglia are Registered Representatives of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. Conrad Pearson and Russ Murfitt are also separately registered as investment adviser representatives under Pearson Financial Group, a registered investment advisor, offering advisory services in the state of Oregon. As such, these services are strictly intended for individuals residing in OR and WA. |
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