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The Forbes ranking of Best-In-State Wealth Advisors received by Paul West in 2019. Ranking is based on quality of practice, telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations and quantitative criteria. Barron's Magazine Hall of Fame Inductee – Ron Carson, October 20, 2014 issue. Rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. InvestmentNews Icons and Innovators award received by Ron Carson in 2016. Recipients were selected based on the broad definition of, those who have conceived new ideas and tools that have propelled the industry forward. Listing in any publication is not a guarantee of future investment success.This recognition should not be construed as an endorsement of the advisor by any client.
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