Best Investors
Account
Sign in
Best Investors
Account
Sign in
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-02-20 |
Branch Locations
744 Horizon Ct Suite 350, Grand Junction, CO 81507 • United States
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avant-Garde Advisors Llc | Grand Junction | CO | 02/2015 | 12/2016 |
| Wealthsource Partners, Llc | Grand Junction | CO | 01/2016 | 01/2024 |
| Strategic Planning Llc | Grand Junction | CA | 01/2014 | Present |
| Tucker Asset Management Llc | Littleton | CO | 01/2024 | Present |
STRATEGIC PLANNING LLC; INVESTMENT RELATED; 744 HORIZON COURT, SUITE 350, GRAND JUNCTION, COLORADO 81506; INSURANCE AGENCY; OWNER; JANUARY 1, 2014 START DATE; 80 HOURS PER MONTH DEVOTED; 3.25 HOURS PER DAY DURING SECURITIES TRADING HOURS DEVOTED; NON-VARIABLE INSURANCE SALES (FIXED LIFE, FIXED ANNUITIES, DISABILITY, LTC, HEALTH, INDEXED ANNUITIES).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-19 |
Reach out to this advisor