Petrovic Financial Services, Inc. is an independent firm.
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Five Star Wealth Manager Award
Alex Petrovic, CFP® is a two-time award winner (2012 & 2014). The award's criteria are 1) credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) favorable regulatory and complaint history review; 4) fulfilled their firm review based on internal firm standards; 5) accepting new clients; 6) one-year client retention rate; 7) five-year client retention rate; 8) non-institutionalized discretionary and/or non-discretionary client assets administered; 9) number of client households served; 10) educational and professional designations. This award is bestowed by an independent third party organization not affiliated with Raymond James.