It is an honor to be recognized for our dedication to clients’ best interests and well-being. We will strive to continue to earn the trust and confidence you have in us.
(PRWEB) October 07, 2015
In 2010 Gharib founded The Gharib Group - Integrous Investing. In addition to advising investors, Gharib also advises financial representatives. “I consider myself an entrepreneur to the core," he says.
After over 25 years in the financial services industry, Gharib explains that early investment success was an integral part of his own college experience. “I wouldn’t have been able to complete college without gains made from investing.”
After earning two degrees from Indiana University, Gharib was inspired to further develop his expertise on risk management and income planning and to share this expertise with others. "My business is built on educating clients."
“It is an honor to be recognized for our dedication to clients’ best interests and well-being. We will strive to continue to earn the trust and confidence you have in us.”
Clint Gharib’s Five Star Professional profile can be viewed here.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (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*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 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 awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 3,620 Atlana wealth managers were considered for the award; 546 (16% of candidates) were named Five Star Wealth Managers.
*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
For research methodology information visit http://www.fivestarprofessional.com.