Best Investors
Account
Sign in
Best Investors
Account
Sign in
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-30 |
| CA | RA | APPROVED | 2022-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 01/2018 |
| Npb Financial Group, Llc | Burbank | CA | 01/2018 | Present |
| Independent Financial Group, Llc | Tehachapi | CA | 07/2022 | Present |
(1) LANCE PATTON FINANCIAL PLANNING POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 128 SECURITIES TRADING HOURS: 120 START DATE: 08/05/2022 ADDRESS: 401 S. Curry Street, Tehachapi CA 93561, United States DESCRIPTION: DBA Name for Marketing Purposes. (2) INSURANCE POSITION: Independent Contractor NATURE: Insurance Outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 08/05/2022 ADDRESS: 401 S. Curry Street, Tehachapi CA 93561, United States DESCRIPTION: Outside Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-20 |
Reach out to this advisor