Best Investors
Account
Sign in
Best Investors
Account
Sign in
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-11-21 |
Branch Locations
6903 Rockledge Dr 14Th Floor, Bethesda, MD 20817 • United States
120 Vantis Suite 400, Aliso Viejo, CA 92656 • 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 |
|---|---|---|---|---|
| Nfp, An Aon Company | Bethesda | MD | 02/2008 | Present |
| Kestra Financial, Inc. | Bethesda | MD | 03/2019 | 08/2022 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 10/2022 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Brian Samet is separately licensed as an independent insurance agent. In this capacity, he can effect transactions in insurance products for his clients and earn commissions for these activities. The fee you pay our firm for advisory services are separate and distinct from the commission earned by Mr. Samet for insurance related activities. This presents a conflict of interest because Mr. Samet may have an incentive to recommend insurance products to you for the purpose of generating commissions rather than solely based on your needs. However, you are under no obligation, contractually or otherwise, to purchase insurance products through any person affiliated with our firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-19 |
Reach out to this advisor