McLean, VA (PRWEB) April 21, 2015
Justin Harris, Christopher Krell and Christopher Young have been named to REP. Magazine’s “Top 50 NextGen Independent Broker-Dealer Advisors” list. Harris, Krell and Young are three among a group of nine financial advisors at Cassaday & Company, Inc., and are principals of the firm.
Justin Harris was ranked #6, Christopher Krell was ranked #7 and Christopher Young was ranked #43 by REP. magazine.
“We are thrilled to have three of the firm’s advisors named to the NextGen IBD Advisors list. It’s an honor to have even one advisor on the list; three is unheard of. It speaks highly of the strength of the training, development and succession planning at Cassaday and Company to have such success among three advisors who have been with the firm since the start of their careers,” says Cassaday COO, Allison Felix.
“It’s a privilege to be named to this year’s NextGen IBD Advisors list,” according to advisor and Principal, Christopher Krell. “As financial advisor(s), we work solely to help ensure the success of our clients, so to be recognized for those efforts is truly rewarding.”
Advisors on the Top 50 NextGen Independent Broker-Dealer Advisors list are ranked exclusively by total assets under management. To be eligible, advisors had to be under the age of 40 as of Jan. 1, 2015. Nominations were solicited from the top 30 IBDs by headcount, sourced from Cerulli Associates and the results were compiled from the firms that responded.
The complete list of the Top 50 NextGen IBD Advisors can be found here: http://wealthmanagement.com/rankings/top-50-nextgen-ibd-advisors
“We congratulate Chris, Chris and Justin on this great achievement and are extremely pleased to see this recognition by a reputable publication such as REP. magazine,” said Erica McGinnis, President and CEO of AIG Advisor Group.
“Succession planning and addressing the growing need for younger advisors are key issues in our industry today. We are dedicated to affiliating next generation advisors at each of our four broker-dealers and having seven advisors ranked among the top 50 on this list reinforces our efforts.”
About Cassaday & Company, Inc.
Cassaday & Company, Inc. is an independent investment advisory and financial planning firm. The firm was founded in 1993 by Stephan Cassaday, who had a vision to provide investors, families and businesses with comprehensive, client-centered wealth management services to meet their increasingly complex financial planning needs. Today, Cassaday & Company manages or supervises over $1.6 billion in assets for its clients. For more information, please visit http://www.cassaday.com or call 703-506-8200.
Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday and Company, a registered investment adviser not affiliated with Royal Alliance Associates.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.