BEVERLY HILLS, Calif.–(BUSINESS WIRE)–On behalf of Raymond James, we are proud to announce that Lisa Detanna has been named by Barron’s to the Top 100 Financial Advisors of 2022 list, which highlights one hundred top performing advisors across the country.
Please join us in congratulating Lisa Detanna and her team for their outstanding dedication and the service they provide.
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Lisa Detanna – Lisa.[email protected]
310-285-4506 | Website: http://www.raymondjames.com/globalwealthsolutionsgroup/
Meet the team: MEET THE TEAM
To reach Lisa Detanna at Raymond James Financial, Inc., more information can be found at https://www.raymondjames.com/globalwealthsolutionsgroup/ or by calling 310-285-4506.
Barron’s Top 100 Financial Advisors (2022). Barron’s is a registered trademark of Dow Jones & Company, LP All rights reserved. The rankings are based on data provided by over 1,121 individual advisers and their firms and include qualitative and quantitative criteria. Data points related to quality of practice include professionals with at least 7 years of experience in financial services, acceptable compliance records (no criminal U4 issues), client retention reports, charitable activities and philanthropic, quality of practice, designations held, service offerings beyond investments offered, including estates and trusts, and more. Financial advisors are rated quantitatively based on the different types of income generated and assets under management by the financial professional, with weightings associated with each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures are often influenced more by clients’ risk tolerance than by investment selection abilities. ‘an advisor. Ranking may not be representative of any particular client’s experience, is not an endorsement, and is not indicative of an Advisor’s future performance. Neither Raymond James nor any of its financial advisors pay any fees in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
New York Stock Exchange/SIPC member Raymond James & Associates, Inc., which has built a national reputation for more than 58 years as a leader in financial planning for individuals, businesses and municipalities , is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,200 financial advisors in the United States, Canada and internationally. Total client assets amount to $1.02 trillion. Additional information is available at raymondjames.com.