Lauren Black Named to Inaugural Forbes List of America’s Top Next-Generation Wealth Advisors
Lauren Black, CERTIFIED FINANCIAL PLANNER™ at Phillips Financial and financial advisor with Raymond James Financial Services, was recently named to the inaugural Forbes list of “America’s Top Next-Generation Wealth Advisors.” The list, which recognizes advisors from national, regional and independent firms, was released online July 25, 2017.
“It’s a tremendous honor to be recognized as one of the top next-generation wealth advisors,” Black said. “I’m excited to be in the company of such an elite group.”The Forbes ranking of “America’s Top Next-Generation Wealth Advisors,” developed by Shook Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of four years of experience and weighing factors like telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor Shook receives a fee in exchange for rankings.*
Shook – Data provided by SHOOKTM Research, LLC. Data as of 3/31/17. SHOOK considered advisors born in 1980 or later with a minimum 4 years relevant experience. 2,356 Millennial advisors were considered based on high thresholds from which 500 were chosen. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review on compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information see www.SHOOKresearch.com.
About Raymond James Financial Services Raymond James Financial Services, Inc. is a financial services firm supporting more than 4,000 independent financial advisors nationwide. Since 1974, Raymond James Financial Services, Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,200 financial advisors serving in excess of 3 million client accounts in more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are approximately $658 billion.
Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, at 104 West Lampkin Street Starkville, MS 39759. * Past performance is not indicative of future results. Individual experiences may vary.