Dalal Salomon was named by Virginia Business Magazine as one of “Virginia’s Top Financial Advisors” in 2005, 2006, 2007 & 2009
View the chart rankings from 2009.
Methodology:
- J. Shook’s ranking process begins with a national survey of about 100 securities firms, insurance companies, banks, independent financial adviser practices, and other organizations that employ series-7 registered financial advisers. Shook says that each of these firms promotes objective and independent advice and provides clients open access to the best products available in the market. He extracted the Virginia rankings from his national research database. The rankings are based on criteria such as a minimum of seven years of financial services experience and other weighted requirements ranging from acceptable compliance records and wealth management focus to customer satisfaction reports. Advisers are then ranked based on an algorithm that weighs varying types of revenues, custodied and noncustodied assets advised by the financial professional, and individual versus institutional assets. (Custodied assets are those investments held by the adviser’s firm. Noncustodied assets are those held at other financial institutions.) The rankings do not consider client portfolio performance. See www.WCorg.com for more information.
Disclosures:
*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Salomon and Ludwin, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.
