Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| CA | RA | APPROVED | 2005-05-06 |
Branch Locations
2784 Gateway Road Suite 102, Carlsbad, CA 92009 • United States
Encinitas, CA • United States
2784 Gateway Road, Suite 102, Carlsbad, CA 92009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1995-09-13 |
Branch Locations
2784 Gateway Road, Suite 102, Carlsbad, CA 92009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Solutions | Carlsbad | CA | 03/1995 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2005 | Present |
AFFILIATED REPRESENTATIVE OF REGISTERED INVESTMENT ADVISOR DOING BUSINESS AS FINANCIAL PLANNING SOLUTIONS. 2. SHELLEY LEE BOYCE, CFP. FINANCIAL PLANNING SOLUTIONS. FINANCIAL PLANNING SERVICES/PLAN WRITING. COMPENSATED BY FEES. 10 HRS. MONTHLY. - INVESTMENT RELATED. 3. FIXED INSURANCE SALES 4. EXPERT WITNESS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-22 |
Reach out to this advisor