Disclosures
RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.
The 2023 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-in-State" award was announced February 2023. Data as of 9/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.
The 2024 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-In-State" award was announced February 2024. Data as of 9/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC. For more information, go to www.SHOOKresearch.com.
Darla Kashian is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, LA, MA, MD, ME, MI, MN, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SD, TN, TX, VA, VT, WA, WI. California Insurance License # 0G69668.
Greg Johnson is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SD, TN, TX, VA, VT, WA, WI.
Michael Karels is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SD, TN, TX, VA, VT, WA, WI.