Financial Advisor Questionnaire - Women's Choice Award

General Advisor Information

*required fields

Please provide your information below.

What are your assets under management?*

How many clients (households) are served by you?*

What is your client retention rate over the past
3 years?*

How many firms have you been associated with in the past
ten years?*

What is your education (university, degree(s).)*

What other professional designations have you earned or received, (no acronyms)?*

What educational programs and events do you provide for clients?*

What programs or events do you host that focuses on the female investor*

What community service activities have you engaged in during the past 3 years?*

Where did you hear about Women's Choice Award For Financial Advisors?*

I certify that this information is correct.*

Type Your FULL NAME in the box above

Advisor First Name*

Advisor Last Name*

Firm Name*

Broker / Dealer*

Website

Email*

Street Address*

Address Line 2

City

State

ZIP Code

Phone*