Financial Advisor Sean Loftus of Wells Fargo Advisors, LLC Honored With the 2014 Five Star Wealth Manager Award
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Five Star Professional is pleased to announce
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Loftus' award profile can be viewed here.
The Five Star Wealth Manager award, administered by <org>Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through
Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner's future performance. 3,489 Orange Coast wealth managers were considered for the award; 302 (9% of candidates) were named Five Star Wealth Managers.
*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or
Click here for research methodology information or visit http://www.fivestarprofessional.com.
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Financial Advisor Greg Patterson of Wells Fargo Advisors, LLC Honored with the 2014 Five Star Wealth Manager Award
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