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 |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salem Five Bank | Salem | MA | 11/2013 | Present |
| Lpl Financial | Salem | MA | 05/2022 | Present |
1- 11/2013 / Salem Five Financial / DBA for LPL Business (entity for LPL business) / Investment Related / Salem, MA 2- 07/12/2023 - Salem Five Investment Services - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Wealth Representative - Start Date 06/08/2023 - 4 Hours Per Month/ 1 Hour During Trading 3- 05/29/2024 - Salem Five Wealth Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/9/2024 - 160 Hrs/Mo; 6 hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-26 |
Reach out to this advisor