Best Investors
Account
Sign in
Best Investors
Account
Sign in
35 Dyer Street, Portsmouth, RI 02871 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2020-07-13 |
| TX | RA | APPROVED | 2020-07-01 |
Branch Locations
35 Dyer Street, Portsmouth, RI 02871 • United States
690 Douglas Pike, Smithfield, RI 02917 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Providence | RI | 02/2005 | 06/2020 |
| Wealthcare Investment Partners, Llc | Smithfield | RI | 06/2020 | Present |
| Private Client Services | Smithfield | RI | 07/2020 | Present |
1) WEALTHCARE INVESTMENT PARTNERS. 609 DOUGLAS PIKE, SMITHFIELD, RI 02917. REGISTERED INVESTMENT ADVISOR - LIFE INSURANCE. OWNER AND FINANCIAL PLANNER - REVIEW AND RECOMMEND LIFE INSURANCE TO INDIVIDUALS. 30 HRS/MO. 2) WEALTHCARE INVESTMENT PARTNERS. 690 DOUGLAS PIKE, SMITHFIELD, RI 02917. REGISTERED INVESTMENT ADVISOR - PROVIDING FINANCIAL PLANNING AND ADVISORY SERVICES. OWNER AND FINANCIAL PLANNER- PROVIDING FINANCIAL PLANNING AND ADVISING SERVICES TO INDIVIDUALS AND BUSINESSES. 160 HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-31 |
Reach out to this advisor