BANGOR, Maine– Commonwealth Financial Network, a financial planning firm in Bangor, Maine, today announces that its owner and president, Gary L. Bragg, Financial Planner, has been named to Forbes’ Best-in-State Wealth Advisors list for 2018. The list was published by Forbes at www.forbes.com and a condensed listing was printed in the magazine’s February issue.
Wayne Bloom, CEO of Commonwealth Financial Network®, Commonwealth Financial Network’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Gary Bragg on being recognized by Forbes. Gary Bragg continues to set himself apart from his peers—passionately advocating for his clients and delivering tailored, expert, independent advice. We remain committed to supporting Gary Bragg and will continue to provide the leading, client-forward technology and resources Commonwealth Financial Network’s complex business demands.”
We are honored and humbled to be recognized by Forbes. This affirms that our greatest honor of all is to help our clients succeed.
The 2018 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here, www.forbes.com.
Gary has offices in Lewiston and Bangor and is the only advisor north of Portland to be recognized in the top 10.
1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
For additional information, contact:
Gary L. Bragg
Commonwealth Financial Network