Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-10-09 |
Branch Locations
780 94Th Avenue North Suite 107, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 08/1995 | 01/2017 |
| Lincoln Investment | St. Petersburg | FL | 01/2017 | Present |
EQUITRUST POSITION: Agent NATURE: fixed annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/15/2017 ADDRESS: 7100 Westown Pkwy., suite 200, Des moines IA 50266-2521, United States DESCRIPTION: presenting and selling annuities CC ADVISORS, INC POSITION: President NATURE: Business Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2001 ADDRESS: 6219 Gulfport Blvd So, Gulfport FL 33707, United States DESCRIPTION: Advise small business owners and the self employed on insurance, taxes, medicare, real estate matters, employee benefits etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-07 |
Reach out to this advisor