Best Investors
Account
Sign in
Best Investors
Account
Sign in
33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-05 |
| GA | RA | APPROVED | 2020-08-11 |
Branch Locations
Fayetteville, GA • United States
33335 Grand River, Farmington, MI 48336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty In Life Ministries | Fayetteville | GA | 11/2007 | Present |
| Valuteachers, Inc. | Newnan | GA | 01/2008 | Present |
| Higher Heights, Inc. | Fayetteville | GA | 01/1998 | Present |
| World Financial Group, Inc. | Johns Creek | GA | 08/2011 | 07/2022 |
| Transamerica Financial Advisors, Inc | Johns Creek | GA | 02/2012 | 07/2020 |
| Glp Investment Services, Llc | Farmington | MI | 07/2020 | Present |
| Asset Allocation Strategies, Llc | Farmington | MI | 07/2020 | Present |
(1) HIGHER HEIGHTS | INVESTMENT RELATED | FAYETTEVILLE, GA | NATURE: DBA FOR LIFE INSURANCE AND FIXED ANNUITY SALES | POSITION: OWNER | START DATE: 1998 | HOURS DEVOTED PER MONTH: 32, DURING TRADING HOURS. (2) VALUTEACHERS | INVESTMENT RELATED | FAYETTEVILLE, GA | NATURE: IMPLEMENT RETIREMENT PLANS AND ENROLL SCHOOL EMPLOYEES, WHICH INCLUDE FIXED INDEXED ANNUITIES AND MUTUAL FUNDS | POSITION: INDEPENDENT CONTRACTOR/NATIONAL SALES DIRECTOR | START DATE: 12/ 2007 | HOURS DEVOTED PER MONTH: 180, DURING TRADING HOURS | DUTIES: CONDUCT FACULTY MEETINGS, EDUCATION PRESENTATIONS IN SCHOOL DISTRICTS REGARDING GEORGIA-TRS AND RETIREMENT PLANNING. PROVIDING 403B/457/IRA SOLUTIONS. CREATING NEW SCHOOL MARKETS, RECRUITING, TRAINING, AND SUPPORTING REPS. (3) LIBERTY IN LIFE MINISTRIES | NOT INVESTMENT RELATED | FAYETTEVILLE, GA | CONDUCT MARRIAGE WORKSHOPS AND SEMINARS BY INVITATION OF AREA CHURCHES. PROVIDE MARRIAGE COUNSELING AND ENCOURAGEMENT TO MARRIAGE RELATIONSHIPS | EXECUTIVE DIRECTOR | START DATE: 11/2007 | HOURS DEVOTED PER MONTH: 12, NOT DURING TRADING HOURS | DUTIES: SCHEDULE SEMINARS AT RESPECTIVE CHURCHES. (4) ASSET ALLOCATION STRATEGIES, LLC | INVESTMENT RELATED | LOCATED IN FAYETTEVILLE, GA - SUPERVISED FROM FARMINGTON, MI | NATURE: INVESTMENT ADVISOR | POSITION: IAR | START DATE: 07/2020 | HOURS DEVOTED PER MONTH: 10, DURING TRADING HOURS | DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-06 |
Reach out to this advisor