An Evening with Ric Edelman

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SOURCE: Arlington Public Library

An Evening with Ric Edelman
Spend an evening with Ric Edelman, the CEO and Chairman of one of the largest independent financial planning firms in the nation

Ric has been three times ranked the #1 Independent Financial Advisor in the nation by Barron’s and also named one of the “Ten most influential figures” in the investment advisory field in 2012 by the highly regarded industry website, RIABiz.com. This informative presentation will provide you an opportunity to hear directly from Mr. Edelman as well as time to ask questions.

Advanced registration is not required, but seating is first-come, first-served.

Questions? Please contact the Business Librarian at 703-228-5999 or afox@arlingtonva.us.

The Arlington Public Library uses subject matter experts from a variety of sources to provide educational public programs. We do not endorse, suggest or recommend a specific company, product or service.

WealthManagement.com’s “Top 100 RIAs of 2015” ranking was assembled using data from Meridian-IQ. Advisory firms are ranked by total assets under management. To land on the list, firms had to have a focus on financial and retirement planning for individual and high-net-worth clients. And institutional clients do not make up a substantial portion of their businesses. Finally, none of these firms are owned by a bank, broker/dealer or investment company. Edelman Financial Services Ranked 3rd.

According to Barron’s, “The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor’s practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by each client’s risk tolerance. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.” The rankings are based on the universe of applications submitted to Barron’s. The selection process begins with a nomination and application provided to Barron’s. Principals of Edelman Financial Services LLC self-nominated the firm and submitted quantitative and qualitative information to Barron’s as requested. Barron’s reviewed and considered this information, which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009.

The RIABiz listing of the 10 most influential figures in the Registered Investment Advisor industry is in recognition of notable, driven and influential executives who are advancing their firms and are considered to be influential in the RIA business. Investor experience/returns were not considered as part of this ranking. Ric Edelman, Chairman and CEO of Edelman Financial Services LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through EFS and is a Registered Representative and Registered Principal of, and offers securities through, Sanders Morris Harris LLC., an affiliated broker/dealer, member FINRA/SIPC.

WHEN: Tuesday, March 29, 2016 from 7pm to 8:30pm

WHERE: Auditorium of Central Library, 1015 N Quincy St, Arlington, VA 22201

http://arlingtonva.libcal.com/event/2276142