Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-10-28 |
Branch Locations
3900 E. Valley Road, Ste 202, Renton, WA 98057 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2013-12-02 |
Branch Locations
111 Main St Suite 107, Edmonds, WA 98020 • United States
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fs Financial Strategies | Edmonds | WA | 01/2000 | Present |
| Nw Tax Planning, Llc. | Edmonds | WA | 03/2013 | 12/2017 |
| Lincoln Investment Planning | Wyncote | PA | 10/2013 | Present |
| Capital Analysts, Llc | Renton | WA | 10/2021 | Present |
FS FINANCIAL STRATEGIES, LLC POSITION: Insurance agent for fixed life products such as fixed annuities, long term care, and life insurance. NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2001 ADDRESS: 111 Main St, Suite 107, Edmonds WA 98020, United States DESCRIPTION: Recommending and executing the sale of fixed insurance products when appropriate for the client
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-09 |
Reach out to this advisor