Best Investors
Account
Sign in
Best Investors
Account
Sign in
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-21 |
Branch Locations
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
7608 Allen Rd., Allen Park, MI 48101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 08/2022 |
| O'NEil Insurance Agency | Allen Park | MI | 10/2008 | Present |
| Advisory Alpha, Llc | Holland | MI | 11/2025 | Present |
| First Advisors National, Llc | Detroit | MI | 08/2022 | 05/2025 |
1.O'NEIL INSURANCE AGENCY LLC; Investment Related; ALLEN PARK, MI; Insurance Sales, education, consulting, and coaching; Managing Director; 10/08; Approx. 160 Hrs/month; Approx 160 Hrs/month; Fixed Insurance Sales, education, consulting, and coaching of clients. 2. Successful Retirements, LLC; Investment-Related; NOVI, MI; Business Management; Owner and Member; 05/2022; Approx. 40 Hrs/month; Approx 40 Hrs/month; Business Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-15 |
Reach out to this advisor