WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, congratulates affiliated advisor Debra Brede, founder of D.K. Brede Investment Management Company, Inc., in Needham, Massachusetts, on being named to the Forbes’ Top Wealth Advisors list for 2018. The list is published on Forbes.com.
“Debra has created a reputation for excellence in the financial advice industry, and we extend sincere congratulations on her most recent well-deserved recognition,” said Wayne Bloom, CEO of Commonwealth. “Debra maintains an unmatched devotion to her clients and is committed to providing them with financial planning strategies as unique as their individual goals. We value her passion and match her drive to provide the leading tools and resources that support the successful practice she has built.”
The ranking of Forbes’ Top Wealth Advisors1 is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, and the weighing of factors including revenue trends, assets under management, compliance records, industry experience, and best practices (gathered through telephone and in-person due-diligence interviews). SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 9,596 advisors were considered, and 250 (2.6 percent of candidates) were recognized. For the full methodology2 that Forbes developed in partnership with SHOOK Research, please visit https://bit.ly/2R1aiQe.
About Commonwealth Financial Network
Founded in 1979,
Commonwealth Financial Network, member FINRA/SIPC, is the nation’s
largest privately held Registered Investment Adviser–independent
broker/dealer, with headquarters in Waltham, Massachusetts, and San
Diego, California. J.D. Power ranks Commonwealth “Highest in Independent
Advisor Satisfaction Among Financial Investment Firms, Five Times in a
Row.” The firm supports approximately 1,800 independent financial
advisors nationwide. For more information, please visit www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.
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1This recognition and the due-diligence process
conducted are not indicative of the advisor’s future performance. Your
experience may vary. As your specific needs and circumstances may vary,
you are encouraged to conduct your own due diligence.
2Portfolio
performance is not a criterion due to varying client objectives and lack
of audited data. SHOOK does not receive a fee in exchange for rankings.