Best Investors
Account
Sign in
Best Investors
Account
Sign in
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2015-06-15 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Eagle, ID • United States
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 |
|---|---|---|---|---|
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 05/2015 | Present |
| Corporate Retirement Strategies Llc | Eagle | ID | 04/2010 | Present |
NAME: BCG PENSION RISK CONSULTANTS INVESTMENT RELATED: NO ADDRESS: 172 S. ACADEMY AVE, SUITE 130, EAGLE, ID, 83616 NATURE OF BUSINESS: SALES OF FIXED ANNUITIES FOR TERMINATING DB PLANS POSITION: MANAGING DIRECTOR OF WESTERN REGION START DATE: 2001 HOURS/MONTH: 25 HOURS/MONTH DURING TRADING HOURS: 25 YOUR DUTIES: HELPING PLAN SPONSORS SELECT THE FIXED ANNUITY FOR THE TERMINATING DB PLAN DOES NOT INTERFERE WITH BROKER DEALER RESPONSIBILITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-30 |
Reach out to this advisor