Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| CA | RA | APPROVED | 2026-02-27 |
Branch Locations
1440 N Harbor Boulevard Suite 821, Fullerton, CA 92835 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 03/2011 | 11/2017 |
| The Financial Planning Dept. | Long Beach | CA | 03/2011 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 07/2018 |
| Lpl Financial, Llc | Long Beach | CA | 07/2018 | 02/2024 |
| Commonwealth Financial Network | San Diego | CA | 02/2024 | 02/2026 |
| Osaic Wealth, Inc | Long Beach | CA | 02/2026 | Present |
1. Fixed insurance sales; as of 02/21/2024; 15% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, All Weather Holdings, LLC, an entity created for the purpose of buying and managing commercial real estate, as of 04/13/2021; 1% of time spent during business hours; Not Conducted at branch; Investment related. 3. Accounting and Tax Preparation, Financial Planning Department, Inc.; as of 02/21/2024; 25% of time spent during business hours; conducted at branch; Not investment related. 4. The Financial Planning Dept., IAR of RIA offering financial planning services. 30% of time spent during trading hours, conducted at branch location, investment related. 5. Owns and operates residential rental property; Not conducted at branch; not investment related. 1% of time during business hours. 6. Owner, The Financial Planning Department, Inc.; a private entity established as an independent RIA; as of 01/01/2025; 80% of time spent during business hours; Conducted at branch; Investment related. 7. HEATHER HACKETT POSITION: Owner NATURE: Personal residential real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2025 ADDRESS: 601 E. Chapman Ave., Fullerton CA 90803, United States DESCRIPTION: Collecting rents, paying bills, property management. 8. THE FINANCIAL PLANNING DEPARTMENT, INC. POSITION: Insurance Sales NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 06/10/1997 ADDRESS: 301 Isthmus, Long Beach CA 90803, United States DESCRIPTION: Sales and service of life, health, disability insurance and fixed annuities. 9. THE FINANCIAL PLANNING DEPARTMENT, INC. POSITION: Enrolled Agent/Tax Preparer NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/11/2011 ADDRESS: 301 Isthmus, Long Beach CA 90803, United States DESCRIPTION: Accounting, Tax Preparation and Tax Consulting. 10. ALL WEATHER HOLDINGS, LLC POSITION: Owner NATURE: Ownership and Rental of Commercial Real Estate. The other owner is my spouse. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2021 ADDRESS: 601 E. Chapman Ave., Fullerton CA 92831, United States DESCRIPTION: I'm one of the managing members. I keep the books, deposit the rents, file the tax returns and pay the bills. 11. THE FINANCIAL PLANNING DEPARTMENT, INC. POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/11/2011 ADDRESS: 301 Isthmus, Long Beach CA 90803, United States DESCRIPTION: IAR of RIA offering fee based financial planning. 12. HEATHER HACKETT POSITION: Owner NATURE: Personal residential real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2025 ADDRESS: 601 E. Chapman Ave., Fullerton CA 90803, United States DESCRIPTION: Collecting rents, paying bills, property management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-05-08 |
Reach out to this advisor