Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-14 |
Branch Locations
150 S Warner Rd Ste 220, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Berwyn | PA | 12/2002 | 08/2024 |
| Lpl Financial, Llc | Berwyn | PA | 08/2024 | Present |
1.08/14/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name PFG Advisors; Investment Related; at Reported Business Location(s); Start Date 06/14/2024; hrs/mth; hrs during trading 2.08/14/2024; Stephen Morris; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/14/2024; 2hrs/mth; 1hrs during trading 3.05/29/2026; Pilot Financial; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 05/19/2026; 5hrs/mth; 4hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-18 |
Reach out to this advisor