Global View is pleased to announce that partner Ken Moore CFP has been accepted into the Paladin Registry. Ken was awarded a 5 Star Quality rating, the highest available from the service. Paladin Registry has been researching and rating advisory services nationwide since 2003.
According to the Paladin Registry website, Wall Street employs or licenses more than 675,000 advisors, planners, stockbrokers, and other types of sales representatives.
This makes locating a true expert who provides a fiduciary standard of care very difficult and extremely important. Paladin Registry utilizes a proprietary algorithm to measure, "advisor credentials, ethics, business practices, and services. Advisors' must score in the 90th percentile or higher to achieve a 5 Star quality rating."
Learn more about Paladin Registry.
To view Ken's profile on the registry, click here.
As Client Service Manager, Christie oversees the administrative issues that directly affect our clients’ goal attainment. She graduated from the University of South Carolina Upstate with a BA in Interdisciplinary Studies. Christie worked for W.W. Grainger for seven years and has a strong customer service background.
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