Best Investors
Account
Sign in
Best Investors
Account
Sign in
3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-03-27 |
Branch Locations
4870 Sadler Road Ste 105, Glen Allen, VA 23060 • United States
23710 Schooler Plz Suite 275, Brambleton, VA 20148 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investment Services | Manassas | VA | 02/2017 | Present |
| Mutual Of Omaha Insurance Company | Manassas | VA | 02/2017 | Present |
| Edward Jones | Aldie | VA | 06/2016 | 09/2016 |
| Unemployed | Aldie | VA | 10/2016 | 11/2016 |
| Self-Employed | Aldie | VA | 09/2014 | 09/2016 |
1) Insurance Agent - Start Date: 11/2016 - Non-investment Related - Insurance lines of business: Life, disability, LTC, annuities, and group health. - Hours/per week during trading hours: 40 Mutual of Omaha Insurance Company -- insurance agent 2) Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1 hour per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services. 3) Sessoms Consulting LLC for tax purposes; d.b.a. Philip Sessoms Financial Services, a.k.a. Financial Phil.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2017-03-27 |
Reach out to this advisor