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Criteria for the Newsweek and Denver Magazine acknowledgement was taken from The National Association of Board Certified Advisory Practices' (NABCAP) Premier AdvisorsList. NABCAP specifically ranked advisory practices using the following criteria: market affluence, team dynamics (who comprises the team), years of experience, credentials/designations, minimum investable assets to become a new client, planning philosophy, investment philosophy, risk philosophy, typical percentage of alternative investment ownership, fee/cost structure, customer service model, U4/ADV status. NABCAP has not released the number of practices measured in their survey. Latitude Financial Group, LLC was charged a fee to participate in the survey.
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA / SIPC Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Scott Cody, Daniel Grote Representatives Latitude Financial Group and Securities America are unaffiliated. Securities licensed in: AZ, CO, CT, FL, GA, IA, ID, IL, MD, MN, NM, NY, OH, TX, UT, VA, WA, WI, WY.
Latitude Financial Group and the Securities America companies are unaffiliated.
Securities America and its representatives do not provide tax or legal advise; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.