Recognition

JOHN CHOUDHARY ATTENDED FORBES|SHOOK TOP ADVISORS SUMMIT

LAS VEGAS (February 28, 2019) – John Choudhary, Managing Principal, recently attended the annual Forbes|SHOOK Top Advisors Summit. Hosted by Forbes magazine and SHOOK Research, the conference is an invitation-only forum attended by financial advisors from around the country to exchange ideas and best practices, with the ultimate goal of improving their businesses and serving the investing public in the best possible manner.

 

Attendees took part in sessions, led by industry experts as well as fellow Financial Advisors, which explored current issues from business development ideas and managing high-net-worth accounts and families to portfolio management and retirement planning. 

 

“Proud to be included with such a select group of advisors” – John Choudhary




Premier Advisor
CAM Private Wealth Services was honored to have been recognized as NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in the Washington DC area. 

“We are excited to be named among Washington DC’s premier wealth managers,” said John Choudhary, Managing Principal of CAM Private Wealth Services.

The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c) (3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.

NABCAP’s 2012 Premier Advisor evaluation and ranking program is an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list, winners are listed in alphabetical order. There is no cost for advisors to participate. The rating is not representative of any one client’s experience and is not indicative of past or future investment performance.

The NABCAP Premier Advisors were announced in the Washington Business Journal.
Five Star Professional

Five Star Professional

We are also proud to announce that John Choudhary, Managing Principal has been awarded the 2018 Five Star Professional Award For Wealth Managers.  This is the third consecutive year that John has received this recognition, which is based off 10 factors1

 

1The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 1975 Washington, D.C. area wealth managers were considered for the award; 100 (5 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 1417 considered, 106 winners; 2016: 1665 considered, 208 winners; 2015: 1837 considered, 227 winners; 2012: 449 considered, 97 winners.. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
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We are proud to announce that John Choudhary has been selected by Wells Fargo Advisors Financial Network as a "Premier Advisor" in 2018, for the fifthyear in a row. The Premier Advisors designation is held by a select group of Financial Advisors within the firm as measured by business production, completion of educational components and professionalism.

The Premier Advisors Program has been the cornerstone for recognizing and rewarding these outstanding accomplishments.