Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Of Vt | Montpelier | VT | 01/1996 | Present |
| Equity Services, Inc. | Winston-Salem | NC | 03/1997 | Present |
| Kestra Advisory Services, Llc | Winston Salem | NC | 04/2016 | Present |
| Kestra Investment Services, Llc | Winston Salem | NC | 09/2013 | Present |
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Salem Financial Group, Inc. Investment Related: Yes Address: 439 Dartmouth Rd Winston Salem NC 27104 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: President of Salem Financial Group Start Date: 11/1/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: operate my firm handling the day to day activities marketing to clients and the other activities associated with running a firm Business Name: The Hebets Company Investment Related: Yes Address: 2575 E Camelback #700 Phoenix AZ 85016 Nature of Business: Insurance Position, Title or Relationship: an associate Start Date: 7/1/2020 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: I will meet with business owners promoting the work that Jim Hebets and i do for them in the executive benefits and estate planning space
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-05 |
Reach out to this advisor