Five Star award winner Joe Osbourn

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Greater Texas Five Star award winner
            
            PROFESSIONAL PROFILE
                            
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Joe Osbourn
Osbourn Financial
910 12th St Ste B
Bandera, TX 78003
Office: 830-796-3775
Cell: 210-410-4723
josbourn@investmentctr.com
osbournfinancial.net
Professional ApproachOur Company
We offer all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

Our Commitment
Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Osbourn Financial can help you every step of the way.

Our Principle
Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Osbourn Financial aims to provide a continued education that will strengthen our working relationship.

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                        This award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1907 Greater Texas-area wealth managers were considered for the award; 94 (5% of candidates) were named 2024 Five Star Wealth Managers.  The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,757, 90, 3.3%, 7/1/23, 10/10/22 - 5/5/23;  2022: 2,649, 82, 3%. 
                    
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All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. Joe Osbourn is a registered representative of The Investment Center, Inc. - Osbourn Financial is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc.

        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.