Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Irvine | CA | 08/2010 | 12/2018 |
| Lincoln Financial Advisors | Irvine | CA | 12/2018 | 01/2025 |
| Osaic Wealth, Inc. | Irvine | CA | 01/2025 | Present |
1) EVAN LAVOIE 18400 VON KARMAN AVENUE, SUITE #450 IRVINE, CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER ACCIDENT, HEALTH AND TRADITIONAL LIFE INSURANCE; FIXED AND FIXED INDEXED ANNUITIES START DATE: 12/2018 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15. 2) CPS INSURANCE SERVICES, 18400 VON KARMAN AVE. STE. 450 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE ALONG WITH FIXED ANNUITIES. START DATE: 07/2024 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3) CONTINUUM CONSULTING GROUP POSITION: Financial Planner NATURE: Financial planning practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/17/2018 ADDRESS: 18400 Von Karman Avenue, Ste. 450, Irvine CA 92612, United States DESCRIPTION: Financial planner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-02 |
Reach out to this advisor