May 2013 - The Five Star Award received by Conrad Pearson and Lloyd Summers for a third consecutive year and Jerry Tucker for a second consecutive year can be seen in May 2013 edition of Portland Monthly magazine. The recipients of the award represent less than 6 percent of all financial professionals in the Portland area.
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May 2012 - Conrad Pearson & Jerry Tucker, of Pearson Financial Group, were honored to be included in a select group of wealth managers that received the 2012 Five Star Wealth Manager distinction. The recognition could be seen in the May, 2012 edition of Portland Monthly. Having also won the award in 2011, this is the second consecutive year that Conrad received the recognition and Jerry Tucker's first.
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May 2011 - Conrad Pearson was honored to be included in a select group of wealth managers that were given the 2011 FIVE
Next, each wealth manager was reviewed for regulatory actions and customer complaints as reported by FINRA, the SEC, the State Board of Accountancy and the State Bar.
We know our success is due to the long-term relationships we have built with our clients, whose loyalty and trust made this award possible. It would be our privilege to welcome you into our client family.
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August, 2008 - Barron’s Magazine 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.
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January, 2006 - Conrad was recognized by Research Magazine, as one of the "Top Ranked Advisers in America." Each advisor in State-by-State Winners Circle rankings was filtered from a list of over 7,000 nominations which included securities firms, banks and independent firms. 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, as well as discussions with management.
*Third-party rankings and recognition 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.
The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment advisor or a registered investment advisor representative; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review. Please note unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s Complaint process; 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Educational and professional designations.
Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance.