Best Investors
Account
Sign in
Best Investors
Account
Sign in
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-22 |
| CA | RA | APPROVED | 2007-06-26 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 06/2007 | Present |
(1) LINCOLN NATIONAL LIFE INSURANCE COMPANY POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/07/1989 ADDRESS: 2311 MORRO RD, FALLBROOK CA 92028, United States DESCRIPTION: AGENT OF LINCOLN NATIONAL LIFE INSURANCE COMPANY PROVIDING INFORMATION, SERVICE, AND CONSULTATION REGARDING LIFE POLICICES. (2) SMILES POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2021 ADDRESS: PO Box 833, FALLBROOK CA 92088, United States DESCRIPTION: Quarterly meeting of the board of directors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-22 |
Reach out to this advisor