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Cody Hilbun Named To Forbes List Of America's Top Next-Generation Wealth Advisors

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Cody Hilbun Named To Forbes List Of America's Top Next-Generation Wealth Advisors

PR Newswire

ATLANTA, Aug. 13, 2018 /PRNewswire/ -- Cody Hilbun, Vice President, Investments with Raymond James & Associates, member New York Stock Exchange/SIPC, was recently named to the Forbes list of America's Top Next-Generation Wealth Advisors, which recognizes advisors from national, regional and independent firms.

"I consider it an honor to be ranked among our country's top next-generation wealth advisors," Hilbun said. "To be included among such an elite group is humbling."

The Forbes ranking of America's Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of four years of experience and weighing factors like telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, and firm nominations. It also weighs quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor Shook receives a fee in exchange for rankings.*

Hilbun's team offers pre- and post-liquidity event services, among other tailored strategies, to their business owner clients.

* Past performance is not indicative of future results. Individual experiences may vary.

Forbes list of "America's Top Next-Generation Wealth Advisors/Top Millennial Advisors 2018." Data provided by SHOOKTM Research, LLC. Data as of 3/31/2018. SHOOK Research considered advisors born in 1980 or later with a minimum of four years of relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC.  This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 5,832 advisors considered, 1,000 made the final list in 2018.

For more information see SHOOKresearch.com. 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 RIA firms pay a fee in exchange for this award/rating.
1Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary depending on a range of circumstances.

About Raymond James & Associates

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE:RJF), a leading diversified financial services company with approximately 7,700 financial advisors serving approximately 3 million client accounts in more than 3,000 locations throughout the United States, Canada and overseas. Total client assets are approximately $750 billion.

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SOURCE Raymond James

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