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 |
|---|---|---|---|
| NE | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
8525 Executive Woods Dr Ste 500, Lincoln, NE 68512 • United States
1302 Linden Ave, Crete, NE 68333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phyllis Webb | Lincoln | NE | 02/2015 | 07/2021 |
| Waddell & Reed Inc | Lincoln | NE | 02/2015 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Lincoln | NE | 02/2015 | 07/2021 |
| Bni Of The Heartland | Elkhorn | NE | 10/2016 | 09/2017 |
| Bni Of The Heartland | Elkhorn | NE | 10/2017 | 09/2018 |
| Step By Step, Llc | Lincoln | NE | 02/2018 | 07/2021 |
| Lpl Financial Llc | Lincoln | NE | 07/2021 | Present |
01/2015-PRESENT, VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES, INVESTMENT RELATED, LINCOLN, NE, INSURANCE SALES, INSURANCE AGENT. 2/2018-PRESENT, STEP BY STEP, LLC, LINCOLN, NE, INV-RELATED: N, LLC, LICENSED ADVISOR ASSOCIATE, 160 HRS/ MONT, 128 SEC TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-04 |
Reach out to this advisor