Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-11 |
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
2447 Pacific Coast Highway Suite 200, Hermosa Beach, CA 90254 • United States
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 |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Manhattan Beach | CA | 11/2008 | 01/2025 |
| Osaic Wealth, Inc. | Hermosa Beach | CA | 01/2025 | Present |
1) JULIANA YOON 1230 ROSECRANS, SUITE 350 MANHATTAN BEACH, CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: SOLE PROPRIETOR/AGENT DUTIES: OFFER HEALTH, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE; LIFE SETTLEMENTS; FIXED AND INDEXED ANNUITIES. START DATE: 01/2009 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5. 2) JULIANA YOON 1230 ROSECRANS AVE., SUITE 350 MANHATTAN BEACH, CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER LIFE SETTLEMENTS START DATE: 6/2021 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-20 |
Reach out to this advisor