Liana Poodiack Named to Forbes 2020 Top Women Wealth Advisors List
Raymond James Financial, Inc. (RJF)
Last raymond james financial, inc. earnings: 4/29 04:35 pm
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Source: PR Newswire
KEENE, N.H., April 24, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Liana Poodiack, CFP® has been named to Forbes 2020 Top Women Wealth Advisors List, a special report in Forbes which was released on April 21st. The Forbes ranking of America's Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rati
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RJF
Earnings
- 1/28/26 - Beat
RJF
Sec Filings
- 3/3/26 - Form 4
- 2/25/26 - Form 4
- 2/23/26 - Form 4
- RJF's page on the SEC website