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 | 2026-03-23 |
| ME | RA | APPROVED | 2012-03-02 |
Branch Locations
31 Chestnut Street, Camden, ME 04843 • United States
94 High Street, Belfast, ME 04915 • United States
339 Main Street, Southwest Harbor, ME 04679 • United States
51 Main Street, Waterville, ME 04901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2012 | Present |
| Allen Financial Group | Camden | ME | 03/2012 | Present |
Fixed insurance sales, as of 03/05/2012, Less than 10% of time spent during business hours, conducted at branch location, investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 2001-03-19 |
Reach out to this advisor