Additional Information
Peter Maller is a registered representative of Lincoln Financial Advisors Corp. Securities and Investment advisory services offered through Lincoln Financial Advisors Corp., a Broker Dealer and a Registered Investment Advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Network is the marketing name for Lincoln Financial Services Corporation and Lincoln Financial Advisors Corp., affiliates of Lincoln Financial Group. Maller Wealth Advisors, Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-2057589-031418
1This internal award is given to LFN planners each year and is based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by Lincoln senior managers.
2 Advisors are ranked strictly by assets under management, though 60 percent of those assets must belong to retail, as opposed to institutional, clients. If the advisor is a member of a team, he must be the founder or leader of that team. Nominations are solicited without payment requirements. http://www.wealthmanagement.com/practice-management/america-s-top-100-independent-advisors
3 Barron’s based the rankings on factors including assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. For details please visit http://bit.ly/2tTieeL
4 Forbes Best-In-State Wealth Advisors are judged based on an algorithm of qualitative criteria, gleaned through telephone and in-person due diligence interviews, as well as quantitative data. Advisors must have a minimum of seven years’ experience to qualify, with the algorithm weighing additional considerations such as revenue trends, assets under management, compliance records, and industry experience. For details, please visit https://www.forbes.com/sites/forbespr/2019/02/20/forbes-and-shook-research-announce-list-of-top-state-by-state-advisors/#2b8b84ca1012
5 This year’s honorees were selected by a panel of business and legal professionals and a representative of The Daily Record, based on their leadership and vision; competitiveness and innovation; community leadership and service; financial performance and growth; corporate leadership and board service; and nonprofit involvement.
6 Companies are ranked according to the percentage growth of their annual revenue over a three-year period. The Inc. 5000 list is available at http:\\www.inc.com\profile\maller-wealth-advisors
7 The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 49,500 of the world’s leading life insurance and financial services professionals from more than 500 companies in 70 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. http://bit.ly/2eFx0ex