Martin “Bo” Brown Admitted to the Paladin Registry
June 16, 2005 (PRLEAP.COM) Business News
The Registry is an online service that documents and validates the credentials of high quality financial professionals who rank in the top 10% of their profession. Investors use this free service to find, evaluate, and select advisors who have the knowledge and ethics to help them achieve their financial goals. Jack Waymire, Paladin founder and author of Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor said this website solves three major problems for investors who rely on financial professionals. “First, advisors don’t have documented track records. They compete with credentials, when they have them, and sales skills when they don’t. Because individuals don’t want sales reps investing their assets, they need a way to select advisors with the best credentials. Second, investors have trouble finding competent professionals they can trust. Advisors who call them are usually sales reps and the professionals who have the knowledge to help them do very limited marketing. Third, it’s not enough for investors to find someone they hope is an expert. They need proof the advisors are every bit as good as they say they are. That’s what the Registry does. It documents the credentials and integrity of advisors, then validates the documentation with a rating.”
Waymire acknowledged that Paladin admittance requirements are designed to exclude bad advisors. His company’s independent documentation of advisor credentials and integrity reduces the number even further. The result is a directory of high quality professionals that’s the first to provide the following combination of services:
• High admittance standards that protect investors from bad advisors
• A quality rating for each advisor that validates competence, integrity and risk of bad advice
• Online access to documentation for professional credentials
• Full disclosure for compliance records, compensation, investment expenses, and potential conflicts of interest
• Advisor agreements that put investor interests first
About Paladin Registry, LLC
Paladin is an information services company that provides free profiles, ratings, and education services over the Internet to investors who rely on investment advisors to achieve their financial goals. Paladin services help investors avoid bad advisors and select competent, trustworthy professionals who provide high quality wealth management services. Visit our website at www.paladinregistry.com for additional information.
About Bo (Martin) Brown
Mr. Brown is a Certified Financial Planner and a Certified Investment Management Analyst with over 20 years of experience in financial planning with a Raymond James Financial Services branch office in Dayton, Ohio. He has extensive experience with financial, education, retirement, estate, and charitable planning and is knowledgeable in investment strategies, policies, asset allocation, active and passive managing, performance reporting, optimization of risk and return, and tax-efficient strategies. He provides investment management services of mutual funds, hedge funds, exchange traded funds, and individual managed accounts. Mr. Brown concentrates on dealing with married couples, savings strategies (both short and long-term), and how the current financial climate applies. He can also knowledgeably discuss pensions, 401(k), profit sharing, and tax deferred options in general. Mr. Brown actively manages accounts through his brokerage firm, Raymond James Financial Services. His Paladin Registry profile can be seen at http://www.paladinregistry.com/external/beaninformedinvestor/advisor_profile.php?advisor_id=149
FOR MORE INFORMATION ABOUT PALADIN, CONTACT:
Mike Szimanski
202.202.558.8005
mike@buzzroad.com
Benjamin Auman
ben@buzzroad.com
FOR MORE INFORMATION ABOUT BO BROWN, CONTACT:
Raymond James Financial Services
937-298-8904
bo.brown@raymondjames.com
Contact Information
Mike Szimanski or Benjamin Auman
Buzzroad Communications
202-558-8005
Contact Us
Mike Szimanski or Benjamin Auman
Buzzroad Communications
202-558-8005
Contact Us