Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-04-29 |
Branch Locations
1422 Euclid Avenue Suite 630, Cleveland, OH 44115 • United States
Lyndhurst, OH • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
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 |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Cleveland | OH | 04/2016 | Present |
| Kestra Investment Services, Llc | Cleveland | OH | 10/2006 | 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 servicesBusiness Name: Magis Advisory Group, LLC Investment Related: Yes Address: 36711 American Way, Suite 2F Avon OH 44011 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor, Retirement Plan Consultant Start Date: 3/15/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: RR, RIA, Financial planning, sales and management of retirement plan business, Insurance sales and servicing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-25 |
Reach out to this advisor