Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-04-01 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-04-07 |
Branch Locations
125 West 1St Street, Mifflinville, PA 18631 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Bloomsburg | PA | 04/2007 | Present |
REAL ESTATE POSITION: Co-managing partner NATURE: REAL ESTATE INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 1 START DATE: 08/01/2013 ADDRESS: 15 NOTTA LANE, BLOOMSBURG PA 17815 DESCRIPTION: DUTIES WILL INCLUDE LOCATING INVESTMENT PROPERTIES SUITABLE FOR PURCHASE AND LONG TERM HOLD, AS WELL AS OBTAINING FINANCING, ENSURING THE PORTFOLIO OF PROPERTIES ARE WELL MAINTAINED, AND SEEKING NEW TENANTS WHEN NECESSARY. INSURANCE POSITION: Independent Life, Health, & Fixed Annuity Agent NATURE: Fixed Life, Health and Annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2010 ADDRESS: 724 East 5th Street, Bloomsburg PA 17815, United States DESCRIPTION: Provide clients with fixed life insurance (term, outside of niche circumstances), fixed annuities (MYGA, SPIA, etc.), Medicare (Supplement, Advantage, and Drug plans), Disability, and LTCi.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-02 |
Reach out to this advisor