What's New!

Tocco Financial Services ranked #25 out of 17,287 advisors!

 

February, 2021 - We are excited to announce that we have been asked to join the Executive Council at LPL Financial, and have been ranked #25 out of 17,287 advisors! This is a huge honor and one that would not be possible without our clients. Thank you all so much.                                                                              

 

Achievement is based on annual production among LPL Advisors only.

 

 

                                           

 

 

Judith A. Tocco, CFP® Named to 2020 Financial Times 400 Top Financial Advisers

 

April 16, 2020 – Tocco  Financial  Services  is  pleased  to  announce that Judith A. Tocco, CFP® has been named to the 2020 edition of the Financial Times 400 Top Financial Advisers. This is the third year in a row that Ms. Tocco has received this honor.  The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. 

This is the eighth annual FT 400 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research 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 over 28 years of experience and manages over $1.9 billion in assets. The FT 400 advisers hail from 44 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).

 

The Financial Times 400 Top Financial Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each adviser's status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser's future performance. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400.

                                                  Securities  and  advisory  services  offered  through  LPL  Financial, a  registered  investment  adviser.  Member FINRA/SIPC. Financial Times,  LPL Financial and Tocco Financial Services are not affiliated.