ROCKLIN, Calif. - Addison Avenue Financial Partners was honored for the sixth consecutive year with CUSO Financial Services' Pinnacle Award for production achievements. Accepting the award for the CUSO during the broker/dealers' annual conference in Carlsbad, Calif. were Financial Partners' Investment Services manager Rich Narez and Addison Avenue National Sales Director/Financial Advisor Keith Weber. In addition to being recognized for the Pinnacle Award, Financial Partners financial advisor Helene Anhalt was also honored as Representative of the Year "for her dedication to serving clients' investment needs and her overall contributions to the CFS program," a Financial Partners release read. Addison Avenue Financial Partners, the largest financial services CUSO in the U.S., manages $1.1 billion in assets and serves over 18,000 clients worldwide through its relationship with CFS.
Complete your profile to continue reading and get FREE access to CUTimes.com, part of your ALM digital membership.
Your access to unlimited CUTimes.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking credit union news and analysis, on-site and via our newsletters and custom alerts
- Weekly Shared Accounts podcast featuring exclusive interviews with industry leaders
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical coverage of the commercial real estate and financial advisory markets on our other ALM sites, GlobeSt.com and ThinkAdvisor.com
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
