Best Investors
Account
Sign in
Wellesley, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2008-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guidance Point Advisors, Llc | Wellesley | MA | 10/2008 | Present |
GUIDANCE POINT RETIREMENT SERVICES, LLC, 116 CHRISTY ROAD, PORTLAND, ME, 10% SHAREHOLDER OF INVESTMENT ADVISORY SERVICES PROVIDER SINCE 3/9/12, ZERO HRS/MONTH DEVOTED TO THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-12-15 |
| S65 | Uniform Investment Adviser Law Examination | 2004-09-21 |
Reach out to this advisor