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 |
|---|---|---|---|
| MS | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 07/2018 |
| Lpl Financial Llc | Mccomb | MS | 07/2018 | Present |
1)7/11/18- LEGACY INVESTMENTS AND FINANCIAL PLANNING, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- McComb, MS - start date 4/16/2012- 96% 2)7/11/18- Legacy Investments and Financial Planning- Non-Variable Insurance- Agent for Life Insurance, Disability, and LTC - Inv. Related- McComb, MS - start date 10/1/1998- 2% 3)7/11/18- Real Estate Rental- co-owner/landlord - Non-Inv. Related- McComb, MS- start date 4/29/2004- 1%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-01 |
Reach out to this advisor