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Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to a team of investment research specialists at Commonwealth who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.
Research All-Stars at Work for You
Commonwealth has also recently been recognized by Financial Advisor and Private Wealth magazines for the second time for having an all-star research team. Commonwealth's Brad McMillan, vice president, chief investment officer; Simon Heslop, senior vice president, asset management; Brian Price, director, asset management; Fred DeBaets, senior fixed income analyst; and Jim McAllister, manager, investment research were selected based on nominations from readers. Of the eight firms whose analysts were named to this year's team, Commonwealth is the only firm with five individual all-stars. You can learn more about this team below.
CFN Research Team
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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Kevin Dick and Kevin Dick Investment Management Group received the highest number of votes for the Best Financial Advisor and Best Financial Services Company and ranked in the top three for the Best Business Person in the Rim Country in the 2013 Payson Roundup Best of Payson readership poll which includes two ballots per household for the Payson Roundup service area.