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.
- 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.
Neither Salomon & Ludwin, nor any of the firm’s employees paid a fee to R.J. Shook or Virginia Business Magazine in exchange for the rating.