By Generational GroupMar 8, 2018, 04:00 et
Bob Lamse and Brent Everett, were awarded the 2018 Texas Monthly 5-Star Wealth Manager. This award is decided by Five Star Professional partnered with Texas Monthly to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that were associated with wealth managers who provide quality services to their clients. Award candidates were identified by one of three sources: firm nomination, peer nomination, or pre-qualification.
Five Star Professional relied on internal and external research data, including a survey of registered financial services professionals and identified financial service companies in the Dallas/Fort Worth area that are registered with FINRA or the SEC. Survey recipients were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award. Each wealth manager was reviewed for disciplinary actions, customer complaints and regulatory actions as reported by regulatory agencies.
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