Best Investors
Account
Sign in
Best Investors
Account
Sign in
2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-11-24 |
| FL | RA | APPROVED | 2004-07-01 |
Branch Locations
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • UNITED STATES
2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Johns Creek, GA • 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 |
|---|---|---|---|---|
| Calton & Associates, Inc. | Tampa | FL | 06/2004 | Present |
| Keystone Advisory Group, Inc. | Tampa | FL | 01/2018 | Present |
No. 1 - Name of Business: KENNETH ALBERT. Non-Investment Related. Address: 125 Fox Cove Court, Johns Creek, GA 30022. Nature of Business: Book Author. Position/Title/Relationship: Author. Start Date: 04/01/09. Hours Per Month: 0. Hours Per Month During Securities Trading Hours: 0. Duties/Responsibilities: Author/Owner/Marketing and Sales of the book "Finding the Right Fit, the Ultimate Guide to College" Compensation generated from royalties. No. 2 - Name of Business: Kenneth W Albert, Inc. Non-Investment Related. Address: 125 Fox Cove Court, Johns Creek, GA 30022. Nature of Business: Insurance Sales. Position/Title/Relationship: Owner. Start Date: 01/01/1995. Hours Per Month: 10. Hours Per Month During Securities Trading Hours: 10. Duties/Responsibilities: Independent Insurance Agent - Fixed, Life, Health. Insurance Sales and Marketing Duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-04 |
Reach out to this advisor