Best Investors
Account
Sign in
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2014-10-27 |
| OR | RA | APPROVED | 2014-09-11 |
Branch Locations
1112 Daniels Street Suite B-100, Vancouver, WA 98660 • United States
1188 Bishop St #2910, Honolulu, HI 96813 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • 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 |
|---|---|---|---|---|
| Lpl Financial | Honolulu | HI | 02/2012 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 03/2013 | Present |
| Premier Wealth Management | Honolulu | HI | 01/2012 | Present |
1)PREMIER WEALTH MANAGEMENT - OWNER - INSURANCE AND FINANCIAL SERVICES - SINCE 01/2012 - HONOLULU, HI.--- 2)Garth Fernandez - Non-Variable Insurance - Agent - Licensed agent to sell Fixed Insurance products. - NOT INVESTMENT RELATED - 03/01/1995 - Honolulu, HI
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-28 |
Reach out to this advisor