Best Investors
Account
Sign in
Best Investors
Account
Sign in
645 First Street West Suite B, Sonoma, CA 95476 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-29 |
Branch Locations
645 First Street West Suite B, Sonoma, CA 95476 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | San Francisco | CA | 12/2014 | Present |
| Blackrock Investments, Llc | San Francisco | CA | 12/2014 | Present |
| Wealthfolio Advisors Llc | San Francisco | CA | 01/2019 | Present |
| Na | Na | CA | 04/2016 | 12/2018 |
Michele Elaine Holton is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. WFA always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of WFA in connection with such individual's activities outside of WFA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-26 |
Reach out to this advisor