Westborough, MA, June 22, 2016 --(PR.com
)-- David Borden of CCR Wealth Management is pleased to announce that he has been named to the Financial Times 400 Top Financial Advisers, as of March 31, 2016. The list recognizes top financial advisers at traditional broker-dealer firms from across the U.S.
This is the fourth annual FT 400 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT. Nearly 1,000 elite financial advisers applied for consideration, having met minimum requirements for Assets Under Management (AUM) and experience. The adviser applicants were then graded on six criteria: AUM; AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records.
The “average” adviser in this year’s FT 400 has 26 years’ experience and manages $1.6 billion in assets. The FT 400 advisers hail from 38 states and Washington, D.C.
The FT 400 is one in series of rankings of top advisers that the FT developed in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 401 (DC retirement plan advisers).
Securities and Advisory Services offered through Cetera Advisors LLC, Broker Dealer member FINRA, SIPC, and Registered Investment Advisor registered with the SEC. Cetera Advisors LLC and CCR Wealth Management LLC are not affiliated companies. 1400 Computer Drive, Suite 245 Westborough, MA 01581
The Financial Times 400 Top Financial Advisors is an independent listing produced by the Financial Times (March, 2016). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.