Commonwealth Financial Network ranks “Highest in Independent Advisor Satisfaction Among Financial Investment Firms,” three times in a row
Raleigh, NC, (May 15, 2013) — For the third time in a row, J.D. Power and Associates ranks Commonwealth Financial Network® “Highest in Independent Advisor Satisfaction Among Financial Investment Firms.”
Commonwealth is the largest privately held independent broker/dealer–RIA in the United States. LifeTime Asset Management of Raleigh, NC, an independent Financial Planning practice, has been affiliated with Commonwealth since 1995.
Commonwealth received an overall satisfaction score of 945 on a 1,000-point scale, compared with an industry average of 794, and outpaced the second place firm by an impressive 50 points. Commonwealth achieved the highest score in seven areas of advisor satisfaction—compensation, firm performance, job duties, people, products and offerings to clients, services and support offered to financial advisors, and technology—according to J.D. Power and Associates.
“It is truly humbling to be the highest ranked firm in the independent channel three times in a row,” said Commonwealth CEO Wayne Bloom. “We take great pride in this award and attribute our strong performance to our respected advisors, particularly the professionals at LifeTime Asset Management—who share our client-forward philosophy and continually motivate us to be indispensable. We remain steadfast as an independent firm privately owned by our founder and managing partners, and we are uniquely poised to continue to invest in what advisors such as Guy Swain, CFP®,CLU, ChFC and Matthew D. Glova, CFP®, CLTC need to best serve their clients.”
“We are proud to be associated with Commonwealth,” said Guy Swain, CFP®,CLU, ChFC and Matthew D. Glova, CFP®, CLTC of LifeTime Asset Management. “It is empowering to know LifeTime Asset Management is backed by a company that maintains such high service standards and that is fully committed to the success of our firm and the satisfaction of our clients.”
About LifeTime Asset Management
LifeTime Asset Management has been providing individuals and organizations with financial guidance for over 30 years. Located at 7008 Harps Mill Rd, Suite 101, Raleigh, NC 27615, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.lifetimeasset.com. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered by LifeTime Asset Management, LLC.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Four Times in a Row.” The firm supports more than 1,487 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.