Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-02 |
Branch Locations
8613 Mid Cities Blvd. Suite 100, North Richland Hills, TX 76182 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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 |
|---|---|---|---|---|
| Kestra Investment Services, Llc | North Richland Hills | TX | 08/2023 | Present |
| Kestra Advisory Services, Llc | North Richland Hills | TX | 08/2023 | Present |
| Woodbury Financial | Woodbury | MN | 01/2007 | 08/2023 |
Business Name: CROMER FAMILY FINANCIAL POSITION: Principal NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/02/2018 ADDRESS: 8613 Mid Cities Blvd, Suite 100, North Richland Hills TX 76182 DESCRIPTION: Sale of non-variable life insurance and LTC; Business Name: CROMER FAMILY FINANCIAL POSITION: Investment Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 45 START DATE: 08/01/2023 ADDRESS: 8616 Mid Cities Blvd., Suite 100, North Richland Hills TX 76182 DESCRIPTION: Financial planning, investing client's accounts in stocks, bonds, mutual funds, etc. Implementing client accounts in appropriate asset allocation models. Business Name: KESTRA ADVISORY SERVICES POSITION: Investment Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 75 START DATE: 08/01/2023 ADDRESS: 5707 Southwest Parkway, Buiding 2, Suite 400, Austin TX 78735 DESCRIPTION: Creating financial plans, implementing asset allocation models according to client risk tolerance, developing retirement plans as appropriate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-21 |
Reach out to this advisor