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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-18 |
Branch Locations
16789 Bernardo Center Dr, San Diego, CA 92128 • United States
Poway, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lucia Securities | San Diego | CA | 04/2012 | 09/2020 |
| Lpl Financial Llc | San Diego | CA | 09/2020 | Present |
1) 04/28/2023 - LCG Financial Partners - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hours per month - At reported business location(s) - Start date: 01/01/2021. 2) 04/28/2023 - Lucia Capital Group - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hours per month - At reported business location(s) - Start date: 04/10/2012. 3) 12/30/2025 - Quotient Advisor Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ 100 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
Reach out to this advisor