Best Investors
Account
Sign in
Best Investors
Account
Sign in
3620 American River Drive Suite 145, Sacramento, CA 95864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-07-15 |
Branch Locations
3620 American River Drive Suite 145, Sacramento, CA 95864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avisen Wealth Management, Inc. | Sacramento | CA | 02/2005 | Present |
| Avisen Advisors, Llc | Sacramento | CA | 07/2011 | Present |
1). AVISEN ADVISORS LLC., 3620 AMERICAN RIVER DRIVE, SUITE 145, SACRAMENTO, CA 95864, RIA., INVESTMENT RELATED, INVESTMENT ADVISOR REPRESENTATIVE, DUTIES INCLUDE FINANCIAL PLANNING, START DATE IS JULY 15 2011, APPROXIMATELY 85 HOURS PER MONTH OF WHICH 48 HOURS ARE DURING SECURITIES TRADING HOURS 2). VITA/TCE - VOLUNTEER INCOME TAX ASSISTANCE & TAX COUNSELING FOR THE ELDERLY, "ONLINED THROUGH THE FRANCHISE TAX BOARD WEB SITE APT" TAX PREPARATION, ASSISTANCE TO TAX FILERS DURING FEBRUARY TO APRIL, STARTED JANUARY 26, 2018, APPROXIMATELY 5 HOURS PER MONTH DURING THE FEBRUARY TO APRIL TAX SEASON PER YEAR. 3). FOUNDATION FOR FINANCIAL PLANNING - PRO BONO VOLUNTEER, 3620 AMERICAN RIVER DRIVE, SUITE 145, SACRAMENTO, CA, STARTED MAY 2021, PROVIDE FINANCIAL PLANNING & SOCIAL SECURITY ADVICE AND EDUCATION TO INDIVIDUALS INVOLVED IN THE PROGRAMS OFFERED THROUGH THE ORGANIZATION. 0-5 HOURS PER MONTH DURING NON-SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-06-22 |
Reach out to this advisor