Sargent Bickham Lagudis, LLC Recognized in Barron’s Top Advisor List

Brad Bickham chosen for “2014 Top Advisors Rankings” by storied financial publication
 
 
Brad Bickham, CFA, CFP®
Brad Bickham, CFA, CFP®
 
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Tags:
Boulder
Denver
Wealth Management
Financial Planning
Investment Management

Industrys:
Finance
Investment

Location:
Boulder - Colorado - US

Subject:
Awards

BOULDER, Colo. - March 24, 2014 - PRLog -- Sargent Bickham Lagudis is pleased to announce the selection of Brad Bickham, CFA, CFP® to Barron’s “2014 Top Advisor Rankings.” Bickham is ranked second among independent advisors in the state of Colorado.

Says Barron’s, “All of our advisor rankings are based on hard numbers: an advisor’s assets under management and annual revenue generated, as well as length of time in the business, client retention, and philanthropic work. Critically important, we carefully check the regulatory record of each advisor we rank.”

Rick Lawrence, President and CEO of Sargent Bickham Lagudis, adds, “This is a wonderful individual recognition for Brad and is a powerful affirmation for the firm that our team based focus on providing financial clarity and productive solutions for our clients is valued and recognized.”

The full list of Colorado recipients is featured in print copies of Barron’s and online at http://online.barrons.com/report/top-financial-advisors/1....

About Barron’s

Barron’s is America’s premier financial brand, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people actively in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal financial well-being. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

About Sargent Bickham Lagudis, LLC

Sargent Bickham Lagudis is a fee-only wealth management firm providing customized investment management and financial planning for high net worth individuals, families, and nonprofit institutions.  With offices in Boulder and Denver, SBL serves clients throughout Colorado and the United States.  For more information, visit http://sblfinancial.com.

PLEASE NOTE: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Sargent Bickham Lagudis LLC is engaged, or continues to be engaged to provide investment advisory services, nor should it be construed as a current or past endorsement of Sargent Bickham Lagudis LLC by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

Contact
Patricia Meneley
***@sblfinancial.com
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Source:Sargent Bickham Lagudis, LLC
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Tags:Boulder, Denver, Wealth Management, Financial Planning, Investment Management
Industry:Finance, Investment
Location:Boulder - Colorado - United States
Subject:Awards
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Page Updated Last on: Mar 24, 2014



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