Best Investors
Account
Sign in
3620 American River Drive Suite 145, Sacramento, CA 95864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-01 |
Branch Locations
3620 American River Drive Suite 145, Sacramento, CA 95864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avisen Advisors, Llc | Sacramento | CA | 05/2023 | Present |
| Avisen Wealth Management, Inc. | Sacramento | CA | 03/2012 | Present |
AVISEN ADVISORS, LLC., 3620 AMERICAN RIVER DRIVE, SUITE 145, SACRAMENTO, CA 95864 RIA INVESTMENT RELATED. STARTED, FEBRUARY 1, 2024. ADVISOR DUTIES: INVESTMENT CONSULTING SERVICES. APPROXIMATELY 85 HOURS PER MONTH, OF WHICH 48 HOURS PER MONTH ARE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-30 |
Reach out to this advisor