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 |
|---|---|---|---|
| AL | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
201 Office Park Dr Suite 300, Birmingham, AL 35223-2424 • United States
3320 Skyway Drive Suite 712-A, Opelika, AL 36801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Birmingham | AL | 12/2008 | 01/2025 |
| Osaic Wealth, Inc. | Birmingham | AL | 01/2025 | Present |
1) MEGAN SPAIN 201 OFFICE PARK DRIVE, SUITE 300 BIRMINGHAM, AL 35223 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT & HEALTH/MEDICAL INSURANCE, DISABILITY INSURANCE, LONG-TERM CARE INSURANCE, FIXED & EQUITY-INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/09 HOURS PER MONTH: 85 HOURS PER MONTH DURING TRADING HOURS: 85 2)MEGAN SPAIN 201 OFFICE PARK DRIVE SUITE 300 BIRMINGHAM, AL 35223 CATEGORY : LIFE SETTLEMENTS INVESTMENT RELATED: YES TITLE: AGENT DUTIES: FOR CLIENTS THAT REQUEST IT, WE WILL SEND IT TO WELCOME FUNDS TO SHOP IT OUT AND FIND THE BEST DEAL FOR THE LIFE SETTLEMENT START DATE: 12/12/14 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-06 |
Reach out to this advisor