“Based on our evaluation, the wealth managers we recognize are committed to pursuing professional excellence and have a deep knowledge of their industry. They strive to provide exemplary care to the people they serve.” - Jim Olson, CEO
Newport Beach, CA (PRWEB) June 20, 2014
Five Star Professional is pleased to announce Lisa Lockerman, Lockerman Financial Group, has been chosen as one of Orange County’s Five Star Wealth Managers for 2014.
Five Star Professional partnered with Orange Coast Magazine to recognize a select group of Orange County area wealth managers who provide quality services to their clients. Lisa Lockerman was featured, along with other award winners, in a special section of the April issue.
“It is an honor to be part of this year's prestigious list of award-winning wealth managers. For more than 22 years we have been proudly serving the community with the highest standards. Our team is committed to delivering a five star experience to all members of our client family,” Lisa Lockerman of Lockerman Financial Group.
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
“Based on our evaluation, the wealth managers we recognize are committed to pursuing professional excellence and have a deep knowledge of their industry. They strive to provide exemplary care to the people they serve.” - Jim Olson, CEO, Five Star Professional.
Lisa Lockerman’s Five Star award profile can be viewed here.
About the research process:
Now entering its 12th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals.
Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria including; client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.
Self nominations are not accepted and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. For detailed information on the Five Star Wealth Manager research methodology visit http://www.fivestarprofessional.com.
Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Lockerman Financial Group are not affiliated. CA Insurance License 0G56777 and 0822719.