Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-03-31 |
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 |
|---|---|---|---|---|
| 1St Global Capital Corp. | Rogers | AR | 09/2003 | 10/2019 |
| 1St Global Advisors, Inc. | Rogers | AR | 09/2003 | 10/2019 |
| Avantax Insurance Services, Inc. | Rogers | AR | 10/2019 | 09/2025 |
| Allard Financial Advisors, Llc | Rogers | AR | 10/2004 | Present |
| Avantax Advisory Services | Rogers | AR | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Rogers | AR | 10/2019 | 09/2025 |
| Avantax Planning Partners, Inc. | Rogers | AR | 03/2023 | 09/2025 |
| Ist Global Insurance Services, Inc. | Rogers | AR | 09/2003 | 10/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) ALLARD FINANCIAL ADVISORS, LLC POSITION: FINANCIAL ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 07/30/2009 ADDRESS: 107 N 37th Street, Rogers AR 72756, United States DESCRIPTION: Provide financial services to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-16 |
Reach out to this advisor