;e rankings are based on data provided by over 4,000, for 2010, 2011 and 2012, and 3,000, for 2009, of the nation’s most productive advisors.
Factors included in the rankings: assets under management, revenue produced for the ;rm, regulatory record, quality of practice, and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isn’t an explicit component, because not all advisors
have audited results and because performance ;gures often are in;uenced more by clients’ risk tolerance than by an advisor’s investment-picking
*Lending services o;ered through a;liates of Wells Fargo & Company. Collins Investment Group and WFAFN do not o;er tax or legal advice.
Investment and insurance products: NOT FDIC-Insured, NO Bank Guarantee, MAY Lose Value
Investment products and services are o;ered through Wells Fargo Advisors Financial Network, LLC (WFAFN), member SIPC, a broker-dealer
a;liated with Wells Fargo & Company. Collins Investment Group is a separate entity from WFAFN.
©2011 Wells Fargo Advisors Financial Network, LLC, 1211-00014
Fixed Income | Estate Investment Planning
Fee-Based Portfolio Management | Equity Investments
Education Planning | Lending*
Retirement Plan Services
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DEDICATED TO YOU, THE CLIENT
PASSION FOR WHAT WE DO
L to R: Sally Mullen, Client Services Specialist; David Clark, Financial Advisor; Steve Cimino,
Client Services Specialist; Bob Collins, Managing Director; Kristian Price, Administrative Manager;
Jordan VanOort, CFP®, Financial Advisor; Tara Barton, Financial Advisor;
Stephen Clagett, Portfolio Administrator