The
Winner's Circle® is an organization independent
of the firms involved and does not receive compensation
from the over 100 participating firms or its affiliates,
financial advisers or the media in exchange for ranking
purposes.
Each adviser on this year's Virginia Winner's
Circle® list was filtered down from a national
list from securities firms, banks, independent firms
and more. The Winner's Circle team vetted each Series-7
registered adviser through a host of quantitative
and qualitative criteria, including assets managed,
revenues, experience levels, acceptable compliance
records and U4 forms, discussions with management
and more.
Because client portfolios vary and are
typically unaudited, portfolio performance is not
a criteria; instead, The Winner's Circle focuses
on customer satisfaction and client retention.
The Winner's Circle is a registered trademark
of The Winner's Circle LLC. For more information
about The Winner's Circle or to nominate an adviser,
visit www.WCorg.com. |
