Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-07-22 |
Branch Locations
120 Holmes Avenue Ne Suite 305, Huntsville, AL 35801 • United States
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Tree Financial Services Llc | Huntsvillle | AL | 05/2025 | Present |
| Now Soccer Academy | Madison | AL | 12/2024 | Present |
| Austein Products | Huntsville | AL | 05/2019 | 12/2020 |
| Martin Methodist | Pulaski | TN | 08/2018 | 05/2021 |
| Madison County High School | Brownsboro | AL | 11/2022 | 05/2023 |
| Madison County High School | Brownsboro | AL | 08/2014 | 05/2018 |
| Fow Wow Apparel Company | Huntsville | AL | 06/2017 | 12/2022 |
| Self-Employed | Huntsville | AL | 06/2021 | 01/2025 |
| Lpl Financial Llc | Huntsvillle | AL | 05/2025 | Present |
| Ifg Advisory Llc D/B/A Oak Tree Financial Services | Huntsvillle | AL | 06/2025 | Present |
1)05/19/2025 - Oak Tree Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location (s) - Start Date:05/01/2025 -160 Hrs/Mth - 8 Hrs During Trading. - 100% time spent. 2) 05/19/2025 - NOW Soccer Academy - Coach / Coach/Sports/Fittness/ Referee -Non Inv Related - Madison, AL 35758 - Start date 01/01/2025 - 32 Hrs/Mth - 0 Hrs During Trading. - 20% time spent 3) 07/22/2025 - IFG Advisory LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:05/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through IFG Advisory LLC, an independent investment advisor firm. I started this business activity in 05/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 7/2025 - Life and Health Insurance - Inv Related - Huntsville AL - Start Date 7/205 - 10 hrs per month - Insurance Agent/ Sales of insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2025-02-04 |
Reach out to this advisor