Vector Wealth Management is a Certified Member of the Paladin Registry

Vector is pleased to be a vetted and documented member of the Paladin Registry.

External Link: View Paladin’s research report for this firm.

The Paladin Registry awards its Five Star quality rating to professionals who meet its high minimum standards of credentials, ethics, and business practices. Advisors must achieve a five star quality rating to be profiled in Paladin’s Registry and less than 10% of practicing planners and advisors meet the Registry’s minimum standards. Data is gathered from a comprehensive, online questionnaire that gathers key facts from financial advisors and firms regarding: (1) credentials: degrees, experience, certifications; (2) ethics: licensing, registrations, compliance record, and fiduciary status; (3) business practices: compensation, reporting, and custodians; and (4) services: planning, investment, insurance, tax, and legal; as well as reviewing public data at FINRA.org, SEC.gov, state securities commissioners, advisor websites, and Google. Paladin’s proprietary algorithm produces quality ratings for advisors and firms. Advisors with more experience score higher than advisors with less experience; advisors with top quality certifications such as CFA, CIMA, CFP and CPA, score the highest; advisors must be financial fiduciaries who work for fees; and advisors are required to have clean compliance records for five years or more. Five stars indicate a financial advisor scored in the 90th percentile or higher when Paladin evaluated the professional’s credentials, ethics, and business practices. Investment advisors pay a fee to be included in the Paladin Registry. A Five Star, Honor Roll, quality rating and inclusion in the Registry is not indicative of future financial results, nor does it constitute an endorsement, recommendation, testimonial or favoring by Paladin. Investors are also advised to check the advisor’s compliance record at FINRA’s BrokerCheck before making advisor selection decisions.