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*Registered Rep Magazine ranking is based on assets under management and is not indicative of investment performance. The total number of representatives reviewed for inclusion in the list is not known.
**D Magazine asked every CERTIFIED FINANCIAL PLANNER(TM) professional in the Dallas-Fort Worth Chapter of the Financial Planning Association to cast an online ballot. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the list. Only CERTIFIED FINANCIAL PLANNER(TM) professionals made the list.
*** The Best and Brightest Companies to Work For(R) Award identifies and honors organizations that display a commitment to excellence in the human resource practices and employee enrichment. The criteria used for selection of the award is solely based on the award is solely based on employee feedback provided to the organization regarding employee education, empowerment, and engagement. Receipt of the award by an organization is neither based on investment performance nor is it indicative of future performance.
-Asset allocation, diversification, and rebalancing do not guarantee a profit nor protect against loss in a declining market
Burk Rosenthal is a Registered Principal with National Planning Corporation. Securities and Advisory Services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Advisor. Consulting Services offered through Rosenthal Retirement Planning, LP, a Registered Investment Adviser. Rosenthal Retirement Planning, LP and NPC are separate and unrelated companies.