Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 West Road Suite 500, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-07-01 |
Branch Locations
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2009-04-16 |
Branch Locations
100 West Road Suite 500, Towson, MD 21204 • United States
Ellicott City, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Council Asset Mgmnt | Towson | MD | 01/1996 | 07/2023 |
| Commonwealth Financial Network | Waltham | MA | 04/2009 | Present |
| Financial Council, Llc | Towson | MD | 07/2023 | Present |
1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. RETIREMENT JOURNEY, INC. - PRESIDENT AND CEO OF ENTITY CREATED FOR SECURITIES, ADVISORY AND INSURANCE BUSINESS, INVESTMENT RELATED. 3. IAR OF RIA FINANCIAL COUNCIL, LLC SPENDING APPROXIMATELY 20% OF HIS TIME PROVIDING ASSET MANAGEMENT SERVICES TO CLIENTS - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-10 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-27 |
Reach out to this advisor