Best Investors
Account
Sign in
Best Investors
Account
Sign in
28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-20 |
Branch Locations
28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States
275 E. Hillcrest Drive, Suite 160-225, Thousand Oaks, CA 91360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-01-23 |
Branch Locations
275 E. Hillcrest Drive-Suite 225, Thousand Oaks, CA 91360-8241 • USA
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 |
|---|---|---|---|---|
| Gold Coast Securities, Inc | Thousand Oaks | CA | 01/2001 | 12/2025 |
| Tcfg Wealth Management, Llc | Laguna Niguel | CA | 02/2026 | Present |
TCFG Insurance Solutions | Affiliated Company| Securities Related |March 4, 2026 | Insurance Agent| Same address - Affiliated Company | As needed. Part of the Registered Rep experience |During Trading Hours| Fixed and variable Insurance| Gold Coast Securities Inc. | Securities Related | Investment Advisor | March 4 2006 | investment Advisor | Santa Clarita CA | 40 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-10 |
Reach out to this advisor