Best Investors
Account
Sign in
Best Investors
Account
Sign in
3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
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 |
|---|---|---|---|---|
| Cuso Financial Services, L.P. | San Diego | CA | 02/2001 | 12/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2019 | 10/2021 |
| First Service Credit Union | Spring | TX | 12/2019 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 10/2021 | 04/2025 |
| Osaic Wealth, Inc. | Spring | TX | 04/2025 | 11/2025 |
| Pfg Advisors Llc | Phoenix | AZ | 04/2025 | Present |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Michael W Alexander | Houston | TX | 05/1989 | Present |
1.) FIRST SERVICE WEALTH MANAGEMENT - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - HOUSTON, TX - SINCE 06/2010 - INVESTMENT RELATED 2.) MICHAEL W ALEXANDER - INSURANCE AGENT - NON-VARIABLE INSURANCE - HOUSTON, TX - SINCE 05/1989 - INVESTMENT RELATED 3.) PFG ADVISORS LLC - IAR - REGISTERED INVESTMENT ADVISOR - HOUSTON, TX - SINCE 04/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-16 |
Reach out to this advisor