Raymond James Financial Services, Inc. and Addison Avenue Investment Services, the investment services division of First Tech Federal Credit Union, are pleased to announce that Financial Advisors Michael Lipkins, AIF®, Michael Cooney, CRPC®, Brett Everhart, CFP®, and Laura Pedroncelli have been named to Bank Investment Consultant’s (BIC’s) 2019 Top 100 Advisors list, revealed on December 13. This is the third year in a row that each advisor has been named to this prestigious list.
Compiling BIC’s Top 100 Advisor list requires a number of variables that factor into one composite score. This ranking is an honor that recognizes all-around achievement including management, production, percentage change in AUM and production, the amount of fee business from the most recent production figures, and other attributes.
The complete list of the 2019 Top 100 Advisors can be found here.
“To be named to the BIC Top 100 Bank Advisors list for the third year in a row is a monumental achievement and a top honor within our industry,” said Addison Avenue Investment Services President and Investment Executive, Scott Jenner. “Addison Avenue’s success is largely due to the great team we have built, and their dedication to providing the highest quality of services to our clients. I want to thank them for all of their contributions that helped make this honor possible.”
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.
To compile the list, multiple variables were combined into one composite score. The six categories used were: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per- AUM. The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating.