Best Investors
Account
Sign in
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-18 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Surprise | AZ | 04/2014 | Present |
| Verus Capital Partners | Surprise | AZ | 06/2014 | Present |
| Householder Group Estate & Retirement Specialists | Surprise | AZ | 12/2017 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 11/2024 | Present |
1) ERIK WALKER - RENTAL PROPERTY - OWNER - 0% TIME SPENT 2) INSURANCE SALES - AGENT - INVSTMENT RELATED - START DATE: 02/2004 - LOCATED AT 16504 W LARIAT LN, SURPRISE, AZ 85387 - 25% TIME SPENT 3) WALKER FINANCIAL EDUCATIONAL SERVICES - POSITION: SPEAKER - NATURE: FINANCIAL EDUCATION WORKSHOPS - START DATE: 03/31/2015 4) Mobile notary loan signings for mortgages. No ownership in the mortgage company. Paid a fee to notarize the documents. Start date: 06/25/2020 5) Agent; SBG; Investment Related: Yes;12701 Whitewater Drive #200 Minetonka MN 55343 US; Description of the business: SBG offers insurance products including Fixed Index Annuities, Fixed Annuities, and Life Insurance.; Responsibilities Duties: Selling FIA; Start date with business: 2021-04-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 25 6) DBA. WALKER FINANCIAL. Start 11/2024 7) Name of Business: Affordacare Investment-Related Nature: No Address of the Other Business: Surprise, AZ 85387 Nature of the Other Business: Group benefits Position, Title, or Relationship: Agent Start Date of the Relationship: 01/2026 Approximate Number of Hours per Month Devoted: 100 hrs./month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-05 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-13 |
Reach out to this advisor