Terry Cox, CRPC® and Raymond Mark, CFP®, advisors with Elements Wealth Management in Indianapolis, Indiana, were recently recognized among the nation’s Top 100 Bank Advisors for 2018 by Bank Investment Consultant (BIC), a leading information source for financial advisors located at banks and credit unions.
The annual Top 100 list recognizes successful advisors from throughout the country who have excelled in a number of key areas, including growth of the assets they serve, according to BIC.
“On behalf of LPL, I congratulate Terry and Raymond on achieving this industry recognition,” said Arthur Osman, LPL Financial executive vice president, Institution Services Business Consulting. “Both have demonstrated a commitment to helping their clients work toward their financial goals. We applaud Terry and Raymond for the important work they do to bring value to their clients and to Elements Wealth Management by making a meaningful impact on the financial lives of their clients.”
Terry has been providing financial services at Elements Wealth Management since 2005 and Raymond since 2009.
Terry and Raymond and the investment program at Elements Wealth Management are supported by LPL Financial, a leading provider of comprehensive third-party brokerage and wealth management services to the investment programs of banks and credit unions throughout the nation*.
Bank Investment Consultants ranked bank and credit union advisors by assigning a score on the following 6 variables: (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 ration of production-per AUM. Those six factors are combined into one composite score to determine the final ranking.