Best Investors
Account
Sign in
Best Investors
Account
Sign in
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-11-15 |
Branch Locations
98 Timber Creek Drive, Cordova, TN 38018 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadams Group, Llc | Cordova | TN | 08/2005 | Present |
| Wfg Investments Inc | Cordova | TN | 12/2010 | 06/2017 |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 11/2021 | Present |
1. McAdams Group, LLC - Fixed Insurance Sales - 08/2005 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 98 Timber Creek Drive, Cordova, TN 38018. This will encompass approximately 50% of business hours. 2. McAdams Group, LLC - Strategic Wealth Advisor/Client Acquisition Advisor - 08/2005 - present - Investment Related-Acquire new clients for investment advisory services - 98 Timber Creek Drive, Cordova, TN 38018. This will encompass approximately 50% of business hours. 2. THE RETIREMENT INCOME SOURCE DBA - INVESTMENT RELATED. MARKETING TO PROSPECTIVE CLIENTS FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES. 98 TIMEBER CREEK DRIVE CORDOVA, TN 38018. TIME SPENT 0 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-23 |
Reach out to this advisor