Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | 11/2025 |
| Westmark Credit Union | Idaho Falls | ID | 01/2008 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 11/2025 |
| Lpl Financial Llc | Idaho Falls | ID | 11/2025 | Present |
1. 03/31/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Westmark Wealth Management - Investment Related - At Reported Business Location(s) - Start Date 11/18/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-15 |
Reach out to this advisor