Kerkering Barberio Financial Services, Inc., Customized Wealth Management, in Sarasota, Florida, today announces that its President, Martin J. Kossoff, CFP®/AIF®, has been named to Barron’s list of America’s Top 1,200 Financial Advisors for 2014. Ranked among other advisors named to the list within the state of Florida, Kossoff ranked #55 of 84. The magazine’s largest-ever ranking of advisors, Barron’s Top 1,200 represents the top 1 percent of advisors. “I congratulate Marty for ranking in this elite group of industry leaders,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Kerkering Barberio Financial Services’s independent broker/dealer–RIA. “To be acknowledged on such a national stage, year-over-year, demonstrates Marty’s tried and true commitment to servicing his clients and helping them achieve financial independence.” Bloom concluded, “We take great pride in our affiliation with Kerkering Barberio Financial Services and look forward to supporting the continued growth and success of the practice.” “Our investment strategy is centered on our clients and customizing a distinct portfolio for each family. We are their trusted advisor, and thats a responsibility we embrace. Because of this, its an honor to receive this industry recognition,” said Kossoff. To compile its annual list, Barron’s, a leading financial publication, uses data based on the nation’s most productive advisors. Barron’s takes a number of criteria(1) into account for this state-by-state ranking, including assets under management(2), revenues generated by advisors for their firms, and quality of practices, which includes examination of regulatory records. The list was expanded this year to include both Registered Investment Advisers and Investment Adviser Representatives; some states may include more advisors than others, in proportion to state populations. (1) Investment performance is not a criterion. (2) Managed through Commonwealth.
Posted on: Thu, 13 Mar 2014 14:49:18 +0000
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