Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-02 |
| IN | RA | APPROVED | 2022-01-21 |
Branch Locations
711 E Columbia St, Flora, IN 46929 • United States
3920 Mccarty Lane Suite D, Lafayette, IN 47905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher & Associates, Inc | Flora | IN | 08/1990 | Present |
| Avantax Investement Services, Inc. | Flora | IN | 08/1995 | 06/2021 |
| Security Federal Savings Bank Board | Logansport | IN | 10/2012 | 06/2021 |
| Avantax Insurance Agency, Llc | Flora | IN | 08/2013 | 06/2021 |
| Lpl Financial | Flora | IN | 06/2021 | Present |
1)11/2004 - Real Estate Rental - Fisher Professional Building, Inc. - 4Hrs/Mo 1Hr/Mo During Trading - Investment Related - 711 E Columbia St, Flora, IN 46929 2)11/2015 - Real Estate Rental - East Haven Holdings, LLC - 5Hrs/Mo 0Hrs/Mo During Trading - Investment Related - 80A Idaville, IN; 28A 225C, Carroll Co, IN; 40A 325S, Carroll Co, IN 3)01/2014 - Real Estate Rental - Deer Creek Haven LLC - 2Hrs/Mo 1Hrs/Mo During Trading - Investment Related - 40A 300N Camden, IN Carroll County 4)11/2020 - Real Estate Rental - West Haven Holdings, LLC - 5Hrs/Mo 0Hrs/Mo During Trading - Investment Related - 711 E Columbia St, Flora, IN 46929 5)05/1997 - Business Entity For Tax/Investment Purposes Only - Fisher Financial Services, Inc. - Not Investment Related - Flora, IN 46929 6)01/1998 - Tax Prep/Accounting/CPA - Fisher & Associates, Inc. - 200Hrs/Mo 100Hrs/Mo During Trading - Investment Related - Flora, IN 46929 7)11/02/2022 - Fisher Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/29/2022 - 160 Hours Per Month/160 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-28 |
Reach out to this advisor