Two Elements Wealth Management advisors receive industry recognition as top bank & credit union advisors in the country
BOSTON, MA (February 1, 2019) — 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.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
LPL and its affiliated companies provide financial services only from the United States.
About Elements Wealth Management
Elements Wealth Management is a full-service investment management and wealth planning firm. Their advisors manage more than $454,473,497 in brokerage and advisory assets though LPL Financial, and as a team they have more than 100 years of experience.
