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 Forbes’ Top Wealth Advisors list for 2019. The list is published on Forbes.com.
“I extend sincere congratulations to Debra on her most recent well-deserved honor,” said Wayne Bloom, CEO of Commonwealth. “Debra continually raises the bar on service excellence, and her dedication to both her clients and her thriving practice is clear. We are proud of Debra’s accomplishments, and we’re grateful for the opportunity to support her ongoing success.”
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, 12,498 advisors were considered, and 250 (2 percent of candidates) were recognized. For the full methodology2 that Forbes developed in partnership with SHOOK Research, please visit https://bit.ly/2lPY1CR.
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 “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Six Times in a Row.” The firm supports approximately 1,950 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, 2018, and 2019 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.
Contacts
Jacquelyn Marchand
781.736.7980, x9584
Senior Manager, Media Relations
[email protected]
Commonwealth Financial Network
www.commonwealth.com
