Lion Street Financial Is 2017 Broker-Dealer of the Year

Karyn Hamilton Press Releases

For the second consecutive year, Lion Street Financial has been recognized as the Broker-Dealer of the Year in Division 1. Investment Advisor Magazine, a franchise within the ThinkAdvisor Network, has run the contest for the past 27 years, evaluating broker-dealers in 15 different categories. Lion Street Financial received high scores in all categories, with a total score that was highest among peers.

Bob Carter, the Founder and CEO of Lion Street stated, “This award is a result of the confidence our Owner-Firms place in our business model and service structure. We are held to high standards by our fellow owners to run ‘our’ BD.” Winning the award two years in a row bears witness to the fact that our firm is providing the kind of services required by today’s financial advisors. We hold our relationships with partners like Pershing and Envestnet in high esteem as they enable us to deliver individual and corporate financial solutions throughout the United States.

What Makes Lion Street Stand Apart

The leaders of the four top-rated 2017 Broker-Dealer of the Year contest met in Chicago a little over a month ago to discuss a wide range of topics regarding challenges financial firms are facing this year. John Burmeister, our President and COO, shared commentary on everything from the DOL Fiduciary Rule to the importance of social responsibility. To glean from their conversation and learn more about what makes us stand apart from other financial firms, visit this article by ThinkAdvisor.

We want to thank all of our clients, dedicated advisors, and professional partners for your contribution to our continued success. Without you, achieving accolades like these wouldn’t be possible.

The full press release and article are available for download.