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Cheryl R. Holland named to Barron’s Top 100 Independent Advisors
Barron’s has selected Cheryl R. Holland as one of its Top 100 Independent Financial Advisors in the nation. The list for Barron’s was compiled by the securities-industry consulting firm Winner’s Circle of Boca Raton, Fl. America’s top 100 independent advisers, who aren’t employed by brokerage houses, were ranked based on assets under management, his or her contribution to the firm’s revenues and profits and indications of service quality. Investment performance is not a criterion because many advisers do not have an audited track record, but RJ Shook, the research firm’s chief says “An adviser certainly must perform well to attract and retain clients.”
Download the list. [PDF]