Conrad Pearson was recently recognized by a national publication, 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.
Dan O'Lear, executive vice president of Franklin Templeton Distributors summed up the advisors who have won this award: "These advisors are 100 percent committed to providing superior service to their clients. And what's more they're willing to share their best practices with others." Dan Donley, president of Wachovia Securities, "These advisors are leaders in their communities and among their clients. They bring the global savvy of Wall Street to Main Streets around the country." 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. |
Pearson Financial Group |
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Estimate the potential cost of waiting to purchase a long-term care insurance policy. Retirement Plan Early Distribution Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan. How Long Will Your Funds Last? Estimate short-term and long-term federal capital gains taxes
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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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