Best Investors
Account
Sign in
Best Investors
Account
Sign in
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-07-24 |
Branch Locations
350 Leavell Cir., Montgomery, AL 36117 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
350 Leavell Circle, Montgomery, AL 36117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2016-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Montgomery | AL | 04/2007 | 07/2026 |
| Invista Advisors (Formerly: Mcdonald & Hagan Wealth Management) | Montgomery | AL | 07/2016 | Present |
| Waverly Advisors, Llc | Birmingham | AL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-17 |
Reach out to this advisor