Margaret Starner – Directory of Advisors
Neither Raymond James nor any of its financial advisors pays a fee in exchange for any of these rewards. Ratings and awards may not be representative of any particular customer’s experience and are not indicative of future performance. The awards for the various publications have been awarded by independent third-party organizations not affiliated with Raymond James. The Raymond James “Woman of Distinction” is an annual leadership award that recognizes a high profile woman who has had a significant impact on the business and created opportunities for the women who will follow. In addition to these qualities, the nominations also included a woman who is actively involved in her community through her volunteer hours and her participation on the board of directors. Requalification is required annually. Factors considered for Research magazine’s Advisor Hall of Fame include applicants who have at least 15 years of industry experience, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the wider community for the honor they reflect upon. their profession. Margaret was ranked 57th on Barron’s list of “Top 1,000 Financial Advisors” in 2008 and 2007. In February 2009, Margaret was ranked 27th in Florida on Barron’s list of “Top 1,000 Financial Advisors”. The list is a state-by-state ranking of America’s top financial advisors. Barron’s List rankings reflect advisors’ assets under management, revenue generated for their businesses, quality of service, and regulatory records, among other factors. Investment performance is not an explicit component because not all advisors have audited results and because performance figures are often influenced more by clients’ risk tolerance than by investment selection capabilities. ‘an advisor. Barron’s rankings for Top Women Financial Advisors and Top 1000 Women Financial Advisors were determined by Winner’s Circle, a research organization that Barron’s acquired in 2008. Barron’s is a registered trademark of Dow Jones & Company, LP All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points related to quality of practice include professionals with at least 7 years of experience in financial services, acceptable compliance records, customer loyalty reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond offered investments, including estates and trusts, and more. For the Financial Times Top 400, a minimum standard for qualified advisers was previously set at $250 million in assets under management (AUM) and ten years of experience. To qualify for the 2019 list, the minimum was $300 million in AUM. Qualified advisors were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications, and online accessibility. The verified assets were provided by the brokerage firms. The FT 400 was developed in conjunction with Ignites Research, a subsidiary of the FT which provides specialist content on asset management. AUM is the highest factor, accounting for approximately 60-70% of the candidate’s score. Additionally, to provide advisor diversity, the FT has capped the number of advisors from any one state that roughly correlates to the distribution of millionaires in the United States. In 2019, approximately 960 applications were received and 400 were selected for the final list. (41.7%). The Forbes ranking of America’s top wealth advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, evaluating thousands of wealth advisors with a minimum of seven years of experience. The ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm appointments; and quantitative criteria, including: assets under management and revenue generated for their businesses. Investment performance is not a criterion, as clients’ goals and risk tolerance vary, and advisors rarely have audited performance reports. As of August 2019, 30,691 advisor nominations had been received, based on the thresholds. 12,258 advisors were invited to complete the online survey. 12,498 Councilors were interviewed by telephone. 2,279 advisors were interviewed in person at advisor locations. The final list of the top 250 advisors was then drawn up based on the quantitative criteria. Investment News Women to Watch submissions were accepted and reviewed based on the following criteria: demonstration of success and leadership, power to effect change, willingness to share expertise and community service. Several hundred were nominated by their companies and the top 20 were selected by the Investment News team. “Barron’s Hall of Fame” is an award honoring a group of advisors who exemplify long-term success and commitment to their clients. Each Hall of Famer has appeared in at least 10 of Barron’s annual Top 100 Advisors rankings, and their longstanding commitment to excellence is a promising example for the industry to follow. The Top 100 Advisors ranking is based on data provided by individual advisors and their firms and includes both qualitative and quantitative criteria. Data points related to quality of practice include professionals with at least 7 years of experience in financial services, acceptable compliance records (no criminal U4 issues), customer retention reports, work charities and philanthropies, quality of practice, designations held, offering services beyond the investments offered, including estates and trusts, and more. Financial advisors are rated quantitatively based on the different types of income generated and assets under management by the financial professional, with weightings associated with each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures are often influenced more by clients’ risk tolerance than by investment selection capabilities. ‘an advisor. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plate pattern) and CFP® (with flame pattern) in the United States, which it awards to people who successfully complete the initial CFP Board training. and current certification requirements.
Barron’s profile pages are accessible to: (i) all actively ranked Barron’s Advisors whose data is obtained from the Barron’s Advisor Rankings, as may be updated and supplemented by such Ranked Advisor through the purchase of an Enhanced Profile; and (ii) unclassified financial advisers who purchase a Barron’s Advisor Researcher profile and have applied for a Barron’s Advisor filing within 18 months or who are registered with the SEC, have at least 25 years of experience as a financial adviser, and have no violations on their financial adviser record. Unclassified Advisor data comes from those Advisors who purchased a Barron’s Advisor Researcher profile.