Congratulations to Chuck Cooper, CFP® for recent recognition in AdvisorHub’s 200 RIAs to Watch ranking. AdvisorHub explains “these 200 advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.” #RIA #clientexperience #wealthmanagement #teamwork #financialplanning.
Read full list: 200 RIAs To Watch
* The 2024 AdvisorHub “Advisors to Watch” award was announced in June 2024. Data as of 12/31/2022 and 12/31/2023 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
