Beginning in 2000, Paladin Registry developed a proprietary methodology for rating the quality of financial professionals’
Jack Waymire, Paladin’s president, recently announced Lynn Evans, Michael Fleming, and Martin Smith 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.”
Lynn Evans (Clarks Summit, PA) has worked in the financial services industry for 35 years. She received a BA degree from Cedar Crest College and she is a Certified Financial Planner™. Evans is a member of the National Association of Personal Financial Advisors and she provides fee-only financial planning and investment services to individuals and families. See Evans’ online profile at http://www.paladinregistry.com/
Michael Fleming (Glen Head, NY) has worked in the financial services industry for 15 years. He received a BA degree from American University and his JD from Pace University. Fleming is a member of the New York State Bar Association and a fee-only service provider who provides financial planning and investment services to businesses, nonprofits, corporate pension funds, individuals, and families. Learn more about Fleming at http://www.paladinregistry.com/
Martin Smith (Bethesda, MD) has worked in the financial services industry for 16 years. He received a BA degree from Howard University and he holds RPS®, CRPC®, AIF®, and AIFA® designations and he is in the process of earning his CFP® certification. Smith provides fee-only financial planning and investment services to businesses; nonprofits; corporate, public, and Taft-Hartley pension funds; individuals and families. See Smith’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.