Best Investors
Account
Sign in
Best Investors
Account
Sign in
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-30 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
151 Kalmus Dr Ste. C145, Costa Mesa, CA 92626 • United States
20422 Beach Blvd. Ste. 410, Huntington Beach, CA 92648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lutheran Church Of The Master | Corona Del Mar | CA | 06/2011 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 01/2009 | Present |
| Navigator Family Legacy Planning, Llc | Costa Mesa | CA | 08/2006 | Present |
| Brian Seaman | Costa Mesa | CA | 06/1988 | Present |
| Capital Planning Group, Llc | Costa Mesa | CA | 04/2000 | Present |
| Navigator Legacy Partners, Llc | Costa Mesa | CA | 08/2006 | 08/2020 |
| Capital Planning Group, Llc | Costa Mesa | CA | 09/2018 | Present |
| Capital Planning Group, Llc | Costa Mesa | CA | 04/2000 | Present |
| Rbb Properties, Llc | Costa Mesa | CA | 10/2007 | 12/2023 |
| Navigator Legacy Partners, Llc | Costa Mesa | CA | 10/2021 | 03/2026 |
1.) CAPITAL PLANNING GROUP, LLC - OWNER/PRINCIPAL - REGISTERED INVESTMENT ADVISOR - COSTA MESA, CA - SINCE 04/2000 - INVESTMENT RELATED 2.) BRIAN SEAMAN - OWNER - NON-VARIABLE INSURANCE - COSTA MESA, CA - SINCE 06/1988 - INVESTMENT RELATED 3.) CAPITAL PLANNING GROUP, LLC - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - COSTA MESA, CA - SINCE 09/2018 - INVESTMENT RELATED 4.) LUTHERAN CHURCH OF THE MASTER - MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - CORONA DEL MAR, CA - SINCE 06/2011 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-20 |
Reach out to this advisor