Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-24 |
| LA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Baton Rouge | LA | 06/1988 | 01/2025 |
| Osaic Wealth, Inc. | Baton Rouge | LA | 01/2025 | Present |
1) DAVID FIELD 6709 PERKINS ROAD BATON ROUGE, LA 70808 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: SALE OF FIXED INSURANCE PRODUCTS AND LIFE SETTLEMENTS START DATE: 11/88 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) DAVID FIELD 6709 PERKINS ROAD BATON ROUGE, LA 70808 CATEGORY: EQUITY INDEXED ANNUITIES INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS EQUITY INDEXED ANNUITIES START DATE: 01/07 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-11 |
Reach out to this advisor