BEVERLY HILLS, Calif. -- (Business Wire)
Lisa Detanna, Managing Director, Senior Vice President, Investments with
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC,
was recently named to the annualFinancial
Times "FT 400." The list of the top 400 financial
advisors among national, regional and independent broker/dealers was
published March 25, 2015.
The Financial Times Top 400 Financial Advisors is based in large
part on data gathered from and verified by broker/dealer home offices,
and, as identified by the FT, reflected each advisor’s performance in
six primary areas, including assets under management, asset growth1,
compliance record, experience, credentials and accessibility. The full
methodology is published here.
To be nominated, advisors had to have:
-
Current registration and affiliation with a broker/dealer
-
No record of suspension or revocation of license at any time
-
At least $250 million in verified assets under management
-
More than 10 years’ experience as a registered representative or
investment advisor agent
“We congratulate Lisa Detanna on being recognized as one of the top
advisors in the nation,” said Tash Elwyn, president of Raymond James &
Associates. “Being named to this prestigious list is a significant
achievement and a testament to Lisa’s professionalism as a financial
advisor and longstanding commitment to her clients.”
Lisa
Detanna, who manages more than $1.6 Billion in client assets, offers
her clients a wide variety of services including personal financial
planning, investment management, insurance planning, estate and gift
planning, philanthropy, tax planning, risk management services, family
governance and family office services.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC,
which has built a national reputation for more than 50 years as a leader
in financial planning for individuals, corporations and municipalities,
is a wholly owned subsidiary of Raymond James Financial, Inc.
(NYSE-RJF), a leading diversified financial services company with
approximately 6,300 financial advisors serving in excess of 2.6 million
client accounts in more than 2,600 locations throughout the United
States, Canada and overseas. Total client assets are approximately $480
billion.
1Past performance is not indicative of future
results. Individual experiences may vary.
Contacts:
Raymond James & Associates, Inc.
Andrew Waldbaum, 310-285-4506
www.raymondjames.com/globalwealthsolutionsgroup
Source: Raymond James & Associates, Inc.
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