Ric Edelman, three times ranked the #1 Independent Financial Advisor by BarronÍs, is Founder and Executive Chairman of Edelman Financial Services, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through EFS and is a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.
*According to BarronÍs, ñThe formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisorÍs practice. Investment returns are not a component of the rankings because an advisorÍs returns are dictated largely by each clientÍs risk tolerance. The quality-of-practice component includes an evaluation of each advisorÍs regulatory record.î Only advisors who apply are ranked. ñThe Top 100 Independent Financial Advisorsî was published Aug. 27, 2012; Aug. 28, 2010; and Aug. 31, 2009. Ric Edelman,Chairman and CEO of Edelman Financial Services, LLC (ñEFSî), a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through EFS and is a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC (ñEFLSî), an affiliated broker/dealer and member FINRA/SIPC.
- Company Name:Edelman Financial Services
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