Muncie, IN—Daniel Stallings of Stallings Wealth Management, located at 2900 N Oakwood Ave, Muncie, IN, is pleased to announce that American Portfolios Financial Services, Inc. (APFS)—an independent broker/dealer serving affiliated financial advisors nationwide—with which he is affiliated, recently earned the distinction of being named the 2016 Broker/Dealer of the Year by Investment Advisor Magazine for the second consecutive year.
Each year since 1991, Investment Advisor Magazine has invited registered investment professionals of independent broker/dealers (B/Ds) to rate their B/D in 15 distinct categories. The B/Ds that receive the highest average rating from their affiliated professionals are named Broker/Dealers of the Year in four divisions based on their number of producing representatives. In both 2015 and 2016, APFS won Division III, gaining top votes in the category of broker/dealers with 500-999 producing advisors.
Stallings affiliated with APFS in 2012 to support the growing needs of his practice in providing comprehensive financial services and unbiased investment advice within and outside his community. As a valued customer of APFS, Stallings plays an important role in demanding the best products, programs, and client reporting and business processing tools to supremely serve his client base. As such, APFS winning Broker/Dealer of the Year is a collective achievement.
“The honor of being named Broker/Dealer of the Year again comes at a most fitting time, as APFS celebrates its 15-year anniversary,” stated CEO Lon T. Dolber. “As fate would have it, just one day prior to 9/11—when we began operating as a full service B/D—I am reminded of the journey we’ve traveled together, helping build successful, sustainable practices as we embraced both challenges and opportunities along the way. It has been a gratifying experience as a company working to provide the highest level of service and support to our valued affiliated financial professionals.”
It is through a dedication to people—the firm’s employees; its affiliated advisors; and, in turn, the end clients—that APFS firmly roots its success. After being named Broker/Dealer of the Year for 2015 by Investment Advisor Magazine, the firm proudly earned the distinction of No. 1 Best Small/Mid-Size Company to Work for in the state of New York for 2016 by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG).
About Stallings Wealth Management
Headquartered in Muncie, IN, Stallings Wealth Management provides a full range of services for individual and business clients. Daniel Stallings, President, has been serving clients with over a decade of experience, helping people better understand and navigate the world of personal finance.
Daniel Stallings entered the financial services industry in 2005 with one goal: Helping people better understand and navigate the world of personal finance.
About American Portfolios
Headquartered in Holbrook, N.Y., APFS is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology division American Outsources, LLC (AO,) collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company currently serves 803 independent investment professionals located in 360 branch locations throughout the nation. It was named Broker/Dealer of the Year* (Division III) by Investment Advisor magazine in 2015 and 2016, as well as the No. 1 Best Small/Mid-Size Company to Work for in the state of New York for 2016 by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG).
*Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/dealers rated highest by their representatives are awarded Broker/Dealer (B/D) of the Year.