top of page

2024 Virtual Winter Forum

Wed, Feb 07

|

Virtual

Join us as we share insights and discussion around: Questions we're hearing from you, market updates, our continued focus as well as what you should know as we head into 2024!

Registration is closed
See other events
2024 Virtual Winter Forum
2024 Virtual Winter Forum

Time & Location

Feb 07, 2024, 9:30 AM – 11:00 AM

Virtual

About the Event

Join us as we share insights and discussion around: Questions we're hearing from you, market updates, our continued focus as well as what you should know as we head into 2024!

Share This Event

Gentian%20Logo%20-%20Alt_edited.png
  • Facebook
  • LinkedIn
  • YouTube
Brocker Check Logo.png

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Gentian Financial Inc. Gentian Financial, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

​

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

​

2024 Forbes America's Top Wealth Management Teams Best-in-State The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-instate/ for more info

© 2024 Raymond James Financial Services, Inc., | 12740 N. River Rd. Mequon, WI 53092 |  member FINRA/SIPC | Legal Disclosures | Privacy Policy | Terms of Use

bottom of page