-- Named the Fourth Advisor in Nevada--
Las Vegas, Nevada — April 18, 2022 – Deborah Danielson of Danielson Financial Group was recently ranked No. 4 in Nevada in Forbes’ 2022 Best-In-State Wealth Advisors list.
According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that include industry experience, client retention, and assets under management. View the full list.
“On behalf of LPL, I’m thrilled to congratulate Deborah for this distinguished industry recognition from Forbes,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “With more than 40 years in the financial service industry, Deborah has become an experienced source of knowledge and support for their clients. As a top advisor in Nevada, Deborah is harnessing the value of the independent model to provide a differentiated client experience and most importantly, help make a meaningful impact on the lives of her clients.”
Deborah Danielson is based in Las Vegas and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities, and more.
Danielson is a financial advisor affiliated with LPL Financial, a leading** retail investment advisory firm, independent broker-dealer, and registered investment advisor (RIA) custodian, providing resources, tools, and technology that support advisors in their work to enrich their clients’ financial lives.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
LPL Financial, Forbes, and Danielson Financial Group are all separate entities.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.