Paul Lueb, CFP® of Durbin Bennett Private Wealth Management, has been Chosen as One of Texas’ Five Star Wealth Managers for 2015
Austin, Texas (PRWEB) August 19, 2015 -- Five Star Professional has announced that Paul Lueb, CFP® of Durbin Bennett Private Wealth Management, has been chosen as one of Texas’ Five Star Wealth Managers for 2015. Five Star Professional partnered with Texas Monthly Magazine to recognize a select group of Central Texas area wealth managers who provide quality services to their clients. Paul is featured, along with other award winners, in a special section of the August 2015 issue.
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.
The nomination and pre-qualification process is designed to identify the broadest possible population of high quality award candidates in order to ensure that eventual award winners have been drawn from a large and diverse pool. Award candidates are identified by one of three sources; firm nomination, peer nomination or pre-qualification. Pre-qualified award candidates are identified based on data and nominations it may have received from various industry firms and individuals in the surrounding area of the candidate. Self-nominations were not accepted and candidates do not pay a fee to be considered or placed on the final list. Award candidates were evaluated against objective eligibility and evaluation criteria including, but not limited to:
1. Credentialed as an investment adviser representative
2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years
3. Favorable regulatory and complaint history review: (1) has not been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; (2) has no more than three settled or pending customer complaints filed against them (excluding dismissed complaints) with any regulatory authority or through Five Star Professional’s consumer complaint process; (3) has not individually contributed to a financial settlement of a customer complaint; (4) never filed for personal bankruptcy; (5) never been convicted of a felony
4. Accepting new clients
Visit http://www.fivestarprofessional.com for detailed information on the Five Star Wealth Manager research methodology.
Founded in 2000, Austin, Texas based Durbin Bennett Private Wealth Management is an independent and privately owned Registered Investment Advisor dedicated to providing investment management and financial planning to successful entrepreneurs, high net worth families, and institutions.
For more information visit: http://www.durbinbennett.com or http://www.durbinbennett.com/team-member/paul-lueb
Jarrod Winkcompleck, Durbin Bennett Private Wealth Management, http://www.durbinbennett.com, +1 (512) 439-4808, [email protected]
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