Cetera Congratulates Financial Professionals for Forbes 2021 Best-In-State Wealth Advisors Award02/26/2021

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Cetera Congratulates Financial Professionals for Forbes 2021 Best-In-State Wealth Advisors Award

Forbes recently announced its 2021 Best-In-State Wealth Advisor Award Honorees. We would like to take a moment to congratulate the Cetera representatives among the elite financial professionals featured on the list:

  • Mark Bass, Pennington Bass & Associates, TX
  • David Borden, CCR Wealth Management, MA
  • Larry Carroll, Carroll Financial, NC
  • Andrew Costanzo, Costanzo Financial Group, PA
  • Kelly Graves, Carroll Financial, NC
  • Jesse Hurst, Impel Wealth Management, OH
  • Gib McEachran, HMC Partners, NC
  • John Patterson, Carroll Financial, NC
  • Paul Ried, Paul R. Ried Financial, WA
  • Paul West, Carson Group, NE
  • Trevor Wilde, Wilde Wealth Management, AZ

Tom Taylor, Cetera’s Chief Sales and Growth Officer said, “The pandemic and events that have unfolded as a result of it have caused financial uncertainty for so many. It’s been inspiring to see these financial professionals honored by Forbes as they continually go above and beyond to help more investors navigate their finances and they deliver sound financial guidance when perhaps Americans need it most. These Cetera leaders live into their purpose for their teams and clients every day. I’m thrilled to extend congratulations on behalf of all of us at Cetera.”

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients.

For the full list of Forbes' Best In-State Wealth Advisors and more, click here.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of January 2020 - 32,725 nominations received, based on thresholds - 15,854 invited to complete online survey - 13,114 telephone interviews - 2,085 in-person interviews at Advisor's location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

About Cetera Financial Group®

Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial professionals as well as trusted tax professionals and banks and credit unions. It's headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.

Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 


About Cetera Financial Group®

Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.

Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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