Category Archives: Financial Services

Highest Morningstar RatingTM for Wallick Investments’ Fidelis composite for 3-year risk-adjusted performance as of September 30, 2019

[caption id="attachment_44812" align="alignnone" width="1835"] Wade Stinnette, Dan Wallick, Susan Wallick & Jake Wallick[/caption] 1 of only 7 RIA firms in SC to receive Morningstar Separate Account Ratings, Wallick Investments, LLC’s Fidelis composite received a 5-star Morningstar Rating among 464 large-cap value products for 3-year risk-adjusted performance, and a 4-star Morningstar Rating for 5-year and Overall…
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WebsterRogers Financial Advisors Receives Elite Designation

CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360®, Inc. company, has certified WebsterRogers Financial Advisors, LLC in Florence, SC to the standard described in the handbook “Prudent Practices® for Investment Advisors”. WebsterRogers Financial Advisors, LLC joins the elite group of Investment Advisors to successfully complete the independent certification process. The standard describes how an…
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WebsterRogers Financial Advisors Receives Elite Certification

CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360®, Inc. company, has certified WebsterRogers Financial Advisors, LLC in Florence, SC to the standard described in the handbook “Prudent Practices® for Investment Advisors”. WebsterRogers Financial Advisors, LLC joins the elite group of Investment Advisors to successfully complete the independent certification process. The standard describes how an…
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