Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-29 |
| WA | RA | APPROVED | 2023-06-29 |
Branch Locations
1220 Main Street Suite 440, Vancouver, WA 98660 • United States
15597 Se Mill Plain Blvd, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dept. Of Defense (Army) | Washington | DC | 05/1993 | Present |
| Boyce Financial Group, Llc | Vancouver | WA | 06/2007 | 01/2020 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Boyce Financial Group, Llc Dba Boyce Financial Group | Vancouver | WA | 01/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Crosscoast Legacy Partners | Vancouver | WA | 01/2025 | Present |
(1) NAME OF OTHER BUSINESS: BOYCE FINANCIAL GROUP, LLC DBA BOYCE FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 1/2020; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT; (2) NAME OF OTHER BUSINESS: CROSSCOAST LEGACY PARTNERS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: RECRUITING PLATFORM, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: CO-OWNER, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: LEADING RECRUITMENT EFFORTS, IDENTIFYING AND ONBOARDING NEW ADVISORS, BUILDING RELATIONSHIPS WITH PROSPECTIVE CANDIDATES, AND DEVELOPING STRATEGIES TO ATTRACT TOP TALENT TO SUPPORT BUSINESS GROWTH AND EXPANSION;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-08 |
Reach out to this advisor