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Understands goals and financial situations

9.5

Gives tailored investment advice

9.3

Prepared for conversation

9.7

Professionalism

9.8

Offers full range of services

9.4

Overall recommendation

9.5

96

Score

Number of reviews: 35
Distribution:

Reviews on Don Chamberlin III

Missing

Current Client

March 12, 2018

86

Score

more »
Understands goals and financial situations

8.0

Gives tailored investment advice

8.0

Prepared for conversation

8.0

Professionalism

9.0

Offers full range of services

10.0

Overall recommendation

9.0

Missing

Current Client

March 2, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 26, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 26, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 26, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 25, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 24, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 24, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 23, 2018

98

Score

more »
Understands goals and financial situations

9.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 23, 2018

97

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

9.0

Prepared for conversation

9.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 23, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 23, 2018

97

Score

more »
Understands goals and financial situations

9.0

Gives tailored investment advice

9.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 23, 2018

97

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

9.0

Prepared for conversation

9.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 23, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 23, 2018

88

Score

more »
Understands goals and financial situations

9.0

Gives tailored investment advice

8.0

Prepared for conversation

9.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

8.0

Missing

Current Client

February 22, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 22, 2018

94

Score

more »
Understands goals and financial situations

9.0

Gives tailored investment advice

9.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

9.0

Missing

Current Client

February 22, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 22, 2018

94

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

8.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

9.0

Missing

Current Client

February 22, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 22, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 22, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 22, 2018

82

Score

more »
Understands goals and financial situations

9.0

Gives tailored investment advice

9.0

Prepared for conversation

10.0

Professionalism

9.0

Offers full range of services

0.0

Overall recommendation

8.0

Missing

Current Client

February 22, 2018

95

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

9.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

9.0

Missing

Current Client

February 22, 2018

88

Score

more »
Understands goals and financial situations

8.0

Gives tailored investment advice

9.0

Prepared for conversation

9.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

8.0

Missing

Current Client

February 22, 2018

46

Score

more »
Understands goals and financial situations

5.0

Gives tailored investment advice

5.0

Prepared for conversation

5.0

Professionalism

5.0

Offers full range of services

0.0

Overall recommendation

5.0

Missing

Current Client

February 22, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 22, 2018

97

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

9.0

Prepared for conversation

9.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 22, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 22, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 22, 2018

94

Score

more »
Understands goals and financial situations

8.0

Gives tailored investment advice

8.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 22, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 22, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

February 22, 2018

94

Score

more »
Understands goals and financial situations

9.0

Gives tailored investment advice

9.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

9.0

Missing

Current Client

February 22, 2018

97

Score

more »
Understands goals and financial situations

9.0

Gives tailored investment advice

9.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

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