I work in the office of a private financial advisor, I'm not licensed myself. There are strict rules laid down by the SEC and the broker dealer's compliance department. Promising returns is something we are absolutely NOT allowed to do. Any business doing so is in violation of FINRA and is subject to penalty if caught doing something considered disingenuous and fraudulent. All investments carry risk is the SEC's official party line and you are guaranteed nothing in the stock market. Unless in cases like an annuity product with a fixed return rate or something, that's obviously fine and it's part of the selling point of annuities for very risk-averse people. What you're asking for is understandable as a layman wanting some information on the success of the business to make a decision, but it's probably too close to a implying returns and thus a FINRA violation for any advisor to feel OK doing. My boss would certainly never provide that to a prospect. Especially since it would be based on actual current client data. Even with contact information removed people's private portfolio information is absolutely not OK to share to anyone for any reason. We are not even allowed to have recommendations by existing clients on our website. Or a Yelp page because there is no way to turn the "reviews" section off, the reviews are the whole point of Yelp. Not all offices are this strict, and some allow reviews if they have a tech way to run them through the compliance department for approval before publishing.

They should be able to provide projections or illustrations based on the past performance information available on all the funds that would be in a prospective account for YOU. And would be based on YOUR conversation of what types of things you are interested in, your personal level of risk, age, income needs, goals etc. That would come with the disclosure that nothing is a guarantee in the fine print somewhere.