CONNECT

Address:

1647 N. Swan Road
Tucson, AZ 85712

Phone:

(520) 881-1149,Toll Free (877) 881-1149

Fax/Other:

(520) 881-1297

What's New!

Click to read the BEST in class:  Financial Times 400 Top Financial Advisers

FT 400

 

 

Judith A. Tocco, CFP® Named to 2018 Financial Times 400 Top Financial Advisers

 

March 22, 2018 – Tocco Financial Services is pleased to announce that Judith A. Tocco has been named to the 2018 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. 

This is the sixth annual FT 400 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on investment management.

Financial advisers from across the brokerage industry applied for consideration, having met a set of minimum requirements. The applicants were then graded on six criteria: assets under management (AUM); AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records. There are no fees or other considerations required of advisers who apply for the FT 400.

The final FT 400 represents an impressive cohort of elite advisers, as the “average” adviser in this year’s FT 400 has 28 years’ experience and manages $1.4 billion in assets. The FT 400 advisers hail from 38 states and Washington, D.C.

The FT 400 is one in a series of rankings of top advisers by the Financial Times, including the FT 300 (independent RIA firms) and the FT 401 (DC retirement plan advisers).

 

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Financial Times, LPL Financial and Tocco Financial Services are not affiliated.