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News
Charles Doty Ranked by Barron’s for “America’s Top 100 Independent Financial Advisors”
By: admin / September 11th, 2013
Charles Doty Named One of the Nations’ Top Independent Financial Advisors for the Third Consecutive Year.
Atlanta, Georgia, August 26, 2013 – Charles Doty, President and COO of Asset Preservation Advisors, was named to Barron’s list of the “Top 100 Independent Financial Advisors” in its August 26, 2013 issue. Charles has been recognized as one of the top independent financial advisors in the country for the third consecutive year.
The editors at Barron’s focus on total assets under management and revenue generated by the advisor’s team, as well as the overall quality of the practice, to determine the top 100 practitioners.
Charles is a principal of APA and has been with the firm since 2002 and has over 29 years of experience in the municipal bond business. He is a graduate of the University of Mississippi and worked for SunTrust Equitable Securities for 16 years, eventually serving as Director of National Institutional Municipal Sales. In 1999, he joined Municipal Trade, an online public finance investment bank, as Chief Operating Officer and President. He is former Chairman of the Board of Prevent Blindness Georgia and is currently a member of the advisory board at Skyland Trail, George West Mental Health Foundation. Mr. Doty is a member of the National Federation of Municipal Analysts and the Southern Municipal Finance Society.
Disclosures:
This rating in not indicative of future performance. Individual account experience may vary. This material is not financial advice or an offer to sell any product. APA is an independent registered investment adviser with the Securities and Exchange Commission. More information about the advisor including its investment strategies and objectives can be obtained by visiting www.assetpreservationadvisors.com. A copy of APA’s disclosure statement (Part 2 of Form ADV) is available without charge upon request. Our Form ADV contains information regarding our Firm’s business practices and the backgrounds of our key personnel. Please contact APA at 404-261-1333 if you would like to receive this information.
The “Barron’s Top 100 Independent Financial Advisors” are drawn from 350 nominations and features a select group of individuals/advisory firms who submitted information to a survey conducted by Barron’s. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. A ranking of “N” denotes an advisor who is new to the list. Individuals/advisory firms did not pay a fee to be considered or placed on the final list of “Barron’s Top 100 Independent Financial Advisors” APA-13-269
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