Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-01 |
Branch Locations
5600 Auburn St. Suite N, Bakersfield, CA 93306 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-17 |
Branch Locations
5600 Auburn St. Suite N, Bakersfield, CA 93306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 08/2017 | Present |
| Evans & Evans | Bakersfield | CA | 06/2011 | Present |
COURTNEY L DEMERS POSITION: Solo Business Owner NATURE: Taxes INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2024 ADDRESS: 5600 Auburn St. Suite N, Bakersfield CA 93306, United States DESCRIPTION: I took over the Tax Business in 2024. I prepare personal Income taxes for our security clients. During tax time we have about 70% of my tax clients are also security clients. They come in to get their taxes done and get a review on their investment account also.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-01 |
Reach out to this advisor