San Diego Better Business Bureau Torch Award for Marketplace Ethics Disclosure: Source: San Diego Business Better Business Bureau (“BBB”) “Torch Awards, 2016”. BBB logos such as Better Business Bureau, BBB, and the BBB torch logo are service marks owned by the Council of Better Business Bureaus, Inc. These marks may be used, with certain restrictions, only by BBBs and eligible businesses participating in BBB programs under a license agreement. All other rights reserves. The Torch Awards rankings are based upon application reviews conducted by a panel of independent judges who represent the business and academic community in San Diego and Imperial Counties. The entry has six judging criteria, each criteria has a maximum value of ten points, for a total overall point value of 60 per judge. The judges will make comments and consider the company summary when scoring overall, and can request additional information from candidates. All decisions made by the judges are final. All businesses that serve the San Diego and/or Imperial Counties are eligible to participate. Companies must be in good standing with the BBB (a rating of B or higher) to be considered, however BBB Accreditation is not necessary for eligibility.

Participating companies were required to pay a fee to be eligible for rankings among the Torch Awards. Reilly Financial Advisors (“RFA”) was ranked in the category of businesses having between 25 and 99 employees. RFA is unaware of any undisclosed facts that could potentially invalidate the appropriateness of the ranking. By virtue of disclosing this ranking, RFA is disclosing favorable ratings (to the extent that RFA is ranked above other companies) and unfavorable ratings (to the extent that RFA is ranked below other companies). BBB does not publish, nor is RFA aware of the percentage of other advisers or other entities that received the applicable ranking. The ranking may not be representative of any one client’s experience because of the way in which it is calculated. The ranking is absolutely not indicative of RFA’s future performance, or any future performance pertaining to its clients’ investments. This ranking or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if RFA is engaged, nor should it be construed as a current or past endorsement by any of its clients. A copy of RFA’s current written disclosure statement discussing its advisory services and fees remains available upon request.

2016 Judging Criteria info can be found in a presentation given to all applicants:
http://www.bbb.org/globalassets/local-bbbs/san-diego-ca-26/san_diego_ca_26/documents/torch-workshop-2016.pptx.pdf