Auburn resident recognized as Top Next Generation Advisor by Forbes
Adam Dunbar, First Vice President of Investments at Wells Fargo Advisors in Portland has been recognized as a 2018 Top Next Generation Advisor by Forbes.
“It’s an honor to be named to this ranking,” said Dunbar, who lives in Auburn and has fourteen years of experience in the financial services industry. “Each day, I show up with one goal in mind – helping my clients succeed financially. It is quite an honor to be recognized for doing what I love to do.”
Based on industry experience, interviews, compliance records, assets under management, revenue and other criteria,the ranking algorithm used to compile the list is devised bySHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. For more information and the full rankings, see www.forbes.com.