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Client Concierge - Financial Planning Job Description

Client Concierge - Financial Planning

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Office: 302.234.5655

Fax: 302.234.5656

15 Middleton Drive

Wilmington, DE 19808

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

The financial professionals associated with Covenant Wealth Strategies may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

G. Ward Keever, IV insurance licensed in the state of CA. CA Insurance Number: # 0L44847. Principal place of business - DE

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and 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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

5 Star Best-In-State Wealth Advisor candidates were identified using internal and external research data, including a survey to more than 1,800 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018 Five Star Wealth Managers. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star in the future. For research methodology information visit: www.fivestarprofessional.com/public/aboutus.

Criteria for the LPL Executive Council is based on annual production among LPL Advisors only.