I am so blessed to be a part of your financial future I always will do my best on your behalf. I truly love this business and it feels like I have not worked a day in my 25 years in the business.
CHICAGO (PRWEB) January 02, 2018
Five Star Professional is pleased to announce Russell G. Luce, Planning Legacies Financial Group, has been chosen as one of Chicago’s Five Star Wealth Managers for 2017.
Five Star Professional uses its own proprietary research methodology to name outstanding professionals, then works with publications such as Chicago magazine to get the word out about award winners. Russell G. Luce is featured, along with other award winners, in a special section of the November issue.
“This is the fifth year that I have been honored with The Five Star Wealth Manager award and it means that I am conducting my business in the right way. I treat my clients as they are part of my family and that they always come first. I won't do anything for my clients that I would not do for my own family. Honor and integrity are at the core of my business philosophy. To be recognized by a peer or somebody that I have worked with in this business blows me away. I am humbled by this and it continues to energize me to make a difference in my clients' lives everyday. I will strive to continue being honored by Five Star Professional every day. I want to personally thank Five Star Professional for this honor,” said Russell G. Luce of Planning Legacies Financial Group.
The Five Star Wealth Manager award program 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,” stated Dan Zdon, CEO, Five Star Professional.
See Russell G. Luce’s Five Star online profile here!
“As an industry we can impact so many people when we do our jobs in the manner that is client focused and client driven. Remember we work for you, our clients, it is our duty to make a difference in your lives each day. I am so blessed to be a part of your financial future I always will do my best on your behalf. I truly love this business and it feels like I have not worked a day in my 25 years in the business. I will always strive to be the best I can for you and for my family. Again, I cannot thank you enough for allowing me to be of service to you."
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,781 Chicago wealth managers were considered for the award; 438 (12 percent of candidates) were named 2017 Five Star Wealth Managers.
For research methodology information visit http://www.fivestarprofessional.com.
Russell Luce is an Investment Advisor Representative of and Offering Securities and Advisory Services Through Foresters Equity Services, Inc./Member FINRA,SIPC and a Registered Investment Advisor/6640 Lusk Boulevard , Suite A202, San Diego, CA.92121/858-550-4844
Planning Legacies Financial Group and Foresters Equity Services, Inc. Are Unaffiliated Entities