Fernando S. Ereneta, CEO of Legacy Wealth Advisors and a Registered Principal affiliated with Raymond James Financial Services, was among the wealth advisors named to the Forbes list of Best-In-State Wealth Advisors.
The recently released list recognizes advisers from national, regional and independent firms.
“The Team and I are thankful to God for the opportunity to serve families so their legacy would be a blessing for generations to come,” said Fernando.
Legacy Wealth Advisors, is located at 4200 Cantera Drive, Suite 221 in Warrenville, IL 60555 and can be reached at (630) 791-9226. The practice specializes in working with the multi-generational legacy planning needs of Physicians, Business Owners, and Senior Executives.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, assets under management (AUM), compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or Registered Investment Advisor (RIA) firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
Company Name: Raymond James, Legacy Wealth Advisors
Contact Person: Justin Ancona
Address:4200 Cantera Drive, Suite 221
State: IL, 60555
Country: United States