Finance 500 CEO Lance Hicks Honored For Second Consecutive Year With Five Star Wealth Managers Award

IRVINE, Calif.--(EON: Enhanced Online News)--Financial colleagues and clients agree that Finance 500’s Lance Hicks is one of the best wealth managers in Orange County.

“I am honored to have been selected again this for this prestigious award”

For the second year in a row, Mr. Hicks, Chief Executive Officer of Finance 500, received a Five Star Wealth Managers award, with the winners listed in a special section of Orange Coast magazine earlier this year. Mr. Hicks started Finance 500, in 1982 and has managed its growth to make Finance 500, one of the largest independent broker dealers in the region.

Less than 3 percent of the 12,800 wealth managers in Orange County were selected for the prestigious award (available at www.fivestarprofessional.com), which requires an extensive survey and review process.

Five Star Professional contacts about one in four high-net-worth households – more than 74,000 consumers – and 10,300 financial services professionals in Orange County to create the closely watched list.

Respondents were asked to evaluate wealth managers they knew through personal experience – and not rely on comments by family or friends. The wealth managers were evaluated based on nine criteria. Positive and negative evaluations were included in the scoring for the elaborate survey.

Each wealth manager also was reviewed for regulatory actions, civil lawsuits and customer complaints reported to regulatory agencies. Finally, a panel of financial services industry professionals reviewed the finalists to determine those worthy of the Five Star Wealth Managers award.

“I am honored to have been selected again this for this prestigious award,” Mr. Hicks said. “I share this honor with all of the hard-working financial professionals at our firm. They are dedicated to providing excellent client service day in and day out.”

About Finance 500

Finance 500 provides equity and fixed income products and services to both institutions and individual investors, and its investment banking division consults corporations on cash flow and capital needs. Finance 500, the oldest independent broker-dealer in Orange County, is one of the 100 largest independent broker-dealers in the U.S. For more information, visit www.Finance500.com.

F500 Advisory Services Inc. is an affiliate of Finance 500 and provides fee-based portfolio management services. This includes hands-on investment consulting and customized advice to individuals, pension-plans, trusts and family offices. For more information, visit www.F500Advisory.com.