Best Investors
Account
Sign in
Best Investors
Account
Sign in
500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-03-22 |
| VA | RA | APPROVED | 2018-03-22 |
Branch Locations
1430 Spring Hill Road #320, Mclean, VA 22102 • United States
500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Investment Advisors, Llc | Mclean | VA | 01/2009 | 03/2018 |
| Fiducient Advisors Llc | Chicago | IL | 03/2018 | Present |
1. United Way Worldwide. Investment related. 701 N Fairfax Street, Alexandra, VA 22314. Title: Member, Investment Subcommittee. Start date: 11/2019. Less than 1 hour per month spent on this activity during trading hours. Duties: assist in oversight of investment portfolios
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-03 |
Reach out to this advisor