Five Star Award Winner Orange County Wealth Manager Certification | Page 5

You completed this form , telling us things like the number of years in business , Client retention rate , Assets Under Management ( Discretionary / Non Discretionary ), and so on .
( Sample form ) NEXT 5

Further evaluation of nominees

1 CANDIDATE SELECTION 2 EVALUATION 3 FINAL SELECTION

Candidates complete an Award Candidate Form

You completed this form , telling us things like the number of years in business , Client retention rate , Assets Under Management ( Discretionary / Non Discretionary ), and so on .

( Sample form ) NEXT 5