A commitment to professionalism
In addition to bringing decades of experience to working with you, our team has been recognized by industry organizations as leaders in the field of financial advice.
- Khaled A. Taha receives Raymond James Chairman's Council recognition for 2016, 2017, 2018 and 2019*
- Khaled A. Taha receives Global Top 50 Award**
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
**The Raymond James 2020 Global Top 50 is an event that takes place in February 2020. Invitees are selected based on 2019 fiscal year production. There are approximately 50 attendees, though that number may vary based on those who are invited and available to attend the event. Attendance at this event may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for being invited to this event.
Awards and recognition like the Global Top 50 are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospect will experience a higher level of performance. A more thorough disclosure of the criteria for these awards is available by contacting the adviser. The adviser’s relationship with Raymond James has changed since this award was granted.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.