Best Investors
Account
Sign in
Best Investors
Account
Sign in
Qualified Plan Advisory, LLC CRD 135324
$105M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 W. Civic Center Dr Suite 400, Santa Ana, CA 92703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-12 |
Branch Locations
555 Anton Blvd. Suite 150, Costa Mesa, CA 92626 • United States
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 |
|---|---|---|---|---|
| Qualified Plan Advisory, Llc | Costa Mesa | CA | 07/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-12 |
Reach out to this advisor