Paladin Registry and Research announced that Jay Douglas and Theodore Athans, financial advisors located in San Luis Obispo, Irvine, Chino Hills/Chino Valley, and Riverside , CA, have been admitted to the Paladin Registry and awarded Paladin’s highest quality rating of 5 stars.*
Jack Waymire, Paladin’s founder and the author of Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor (ISBN 0471476994) observed, “Selecting financial advisors, who do not have track records, quality ratings, or mandatory disclosure requirements, is a high risk process for most investors. In the absence of meaningful information, they are prone to selecting advisors with the best sales skills and not the best qualifications. Paladin’s free services are a game changer. In the future, advisors will have to practice full transparency to win clients who use the data gathering, reporting, and rating services that are provided free of charge to investors by Paladin Registry.”
You can view Jay's and Theodore's professional profiles on the Paladin website at: https://www.paladinregistry.com/
Ted Athans (CA Insurance Lic. #0C52870) and Jay Douglas (CA Insurance Lic. # 0C78522) are Registered Representatives and an Investment Adviser Representatives with/and offers Securities and Advisory Services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Douglas, Athans, and Associates Wealth Management Group, 778 Osos Street, Suite B, San Luis Obispo, CA 93401. 805-543-2365.
About Paladin Registry
Paladin has helped investors find, select, monitor, and replace financial advisors and financial planners since 2003. Visit Paladin’s website: http://www.paladinregistry.com for additional information.
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Douglas, Athans, and Assoicates
* Five stars indicate a financial advisor scored in the 90th percentile or higher when Paladin evaluated the professional's credentials, ethics, and business practices. Advisors must achieve a five star quality to be profiled in Paladin's Registry. Some advisors who are listed in the Registry have more education, experience, and certifications than other advisors. Registry profiles display data that are submitted to Paladin by advisors, however Paladin does not validate the accuracy of all of the data. Investors are solely responsible for validating the accuracy of advisor data before making their selection decision. A five star quality rating is not an indicator of future results.