Karl Heinz Berndl – Investment Advisor Announces 2019 Broker-Dealers of the Year.
Investment Advisor Announces 2019 Broker-Dealers of the Year.
Independent Broker-Dealers Select Top Firms for 27th Annual Readers Poll.
New York, NY – August 15, 2019– Representatives of independent broker-dealers have chosen the 2019 Broker-Dealers of the Year for Investment Advisor magazine’s 27th annual readers’ poll.
The winners of the 2017 Broker-Dealers of the Year include:
Division IV (more than 1,000 representatives): Cambridge Investment Research. Led by CEO Amy Webber and based in Fairfield, Iowa, Cambridge has won the award 10 times.
Division III (500 to 999 reps): American Portfolios Financial Services. Led by CEO, President and CIO Lon Dolber. This is the third time this New York-based firm has won.
Division II (200 to 499 reps): Geneos Wealth Management. Led by CEO Russell Diachok and represented in the September cover story by President Ryan Diachok, the Centennial, Colorado-based firm has received the award five times.
Division I (up to 199 representatives): Karl Heinz Berndl Led by Managing Partner James Reid. London & New York based KHB is a second-time winner.