LongView Wealth Management was a Gold Sponsor of the Reserve at Lake Keowee Charitable Foundation’s 9th Annual Charitable Golf Classic, held October 30 in Sunset, South Carolina. Wes Bigler and Kirk Licata participated in the tournament which has raised over $541,000.00 in the last 9 years for local charities, such as: Feed a Hungry Child, Helping Hands Children’s Shelter, Pickens County Meals on Wheels, and Pickens Senior Center.
Our Broker-Dealer, Cambridge Investment Research, has been named by Investment Advisor magazine as 2017 Broker-Dealer of the Year in Division IV – the division representing independent broker-dealers with over 1,000 producing advisors. The honor is based on the results of the annual poll conducted by the magazine in June. Registered representatives cast ballots, and the broker-dealers that gain the highest composite scores are awarded the honor in four different divisions. Cambridge has earned this honor ten times, previously honored in 2016,2015, 2014, 2013, 2012, 2010, 2008, and 2007 as Broker-Dealer of the Year in Division IV and in 2003 for Division III.*
*Investment Advisor Magazine, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of rep-advisors. Visit advisorone.com.