Beginning in 2000, Paladin Registry developed a proprietary methodology for rating the quality of financial professionals’
Jack Waymire, Paladin’s president, recently announced Steven Nakao, Robert Luna, and John Letts have been awarded the Registry’s highest quality rating (five stars). He said, “Only a small percentage of advisors achieve this rating.” Waymire added, “We also provide Registry documentation for the information we used to produce the ratings so investors have the information they need to select advisors with the best qualifications.”
Steven Nakao (Wahiawa, HI) has worked in the financial services industry for 26 years. He received a BS degree from Sophia University in Tokyo and a BA degree from Tenri Univeristy in Nara, Japan. Nakao provides fee-only planning and investment services to individuals and families. See Steve’s online profile at http://www.paladinregistry.com/
Robert Luna (Scottsdale, AZ) has worked in the financial services industry for 12 years. He holds the Certified Investment Management Analyst® designation and he is a member of the Investment Management Consultants Association. Luna provides fee-only planning and investment services to businesses, nonprofits, corporate and public pension funds; individuals, and families. Learn more about Robert at http://www.paladinregistry.com/
John Letts (Downers Grove, IL) has worked in the financial services industry for 7 years. He received a BS degree in finance from the University of Tennessee and his MBA from Tulane University. Letts provides planning and investment services to businesses, nonprofits, corporate and public pension funds; individuals, and families. See John's online profile at http://www.paladinregistry.com/
ABOUT PALADIN REGISTRY
In 2003, Paladin began providing information services to investors who use the services of financial planners and advisors. Paladin services include advisor background checks, advisor quality ratings, online documentation, and a service that matches investors to local professionals who achieve five star quality ratings. Visit www.PaladinRegistry.com for additional information.
(916) 253-3334 (CA)
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Paladin provides information about financial planners and financial advisors to investors who rely on professionals to help them achieve their financial goals. Since 2003, our only business has been rating, documenting, and certifying financial advisors.