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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. |






