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Our Awards and Recognitions

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Peter Maller, Wealth Advisor, and his team have been:

  • Named Lincoln Financial Network (LFN) Planner of the Year for 2007, 2009, 2010, 2011, 2012, 2013, 2014, and 2016
  • Named to 2015 and 2016 Inc. Magazine Top 5000 list of fastest-growing Private Companies in America
  • Listed by Five Star Professional in Baltimore Magazine as a Five Star Wealth Manager in the Maryland Market for 2013, 2014, 2015, and 2016
  • Recognized by Barron’s Magazine as one of America’s Top 1200 Financial Advisors for 2016
  • Named as one of 2016′s Most Admired CEOs for the Daily Record
  • Recognized by Registered Rep Magazine as one of America’s Top 100 Independent Advisors for 2011 (#18)
  • Received Million Dollar Round Tale “Top of the Table” Status, ranking him in the top 1% in the industry
  • Featured in “Ten Five Star Wealth Managers You Need to Know” by Five Star Wealth Manager in The Wall Street Journal Wealth Management Journal Report for 2014

Most Admired CEOs – The award, from the Maryland Daily Record, is based on an outside panel of judges selecting winners based on professional accomplishments, community service and the letters of references submitted by co-workers, board members and community leaders showing the CEOs leadership and vision. There were five winners in the Private Company with 50 or Fewer employees selected, and no fees are needed for nominations or applications. http://thedailyrecord.com/most_admired_ceos

Planner of the Year – This award is given to one LFA planner each year out of a pool of more than 1,000 reps, and is an internal award based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by Lincoln senior managers.

Inc. Magazine – The magazine offers planners the opportunity to nominate themselves and are selected based on whether they aree privately-owned, based in the United States, independent (not a subsidiary or division of another company); have started earning revenue by March 31st, 2013; had revenue no less than $100,000 in 2013; had revenue no less than $2,000,000 in 2016; and revenue in 2016 exceeds revenue in 2013 – along with a review of the reps’ revenue and tax documents they provide. 5000 firms are selected. www.inc.com/apply/guide

Million Dollar Round Table (MDRT) – The Top of the Table designation requires that a rep have A minimum of $564,000 of eligible commissions paid or $1,128,000 of eligible paid premium. https://www.mdrt.org/membership/requirements/

Registered Rep Magazine – Advisors are ranked strictly by assets under management, though 60 percent of those assets must belong to retail, as opposed to institutional, clients. If the advisor is a member of a team, he must be the founder or leader of that team. Nominations are solicited without payment requirements. http://www.wealthmanagement.com/practice-management/america-s-top-100-independent-advisors

Five Star Wealth Manager – The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on evaluation criteria from financial advisors on tenure, retention, designations, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award, but may be charged for additional advertising material.  Working with a Five Star Wealth Manager is no guarantee of investment success.  For more information go to:  www.fivestarprofessional.com

Peter Maller is a registered representative of Lincoln Financial Advisory Corp. Securities and advisory services offered through Lincoln Financial Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Network is the marketing name for Lincoln Financial Services Corporation and Lincoln Financial Advisory Corp, affiliates of Lincoln Financial Group. Maller Wealth Advisors is not an affiliate of Lincoln Financial Advisors Corp.