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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
7 Federal Street Suite 31, Danvers, MA 01923 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
West Newbury, MA • 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 |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | New England | MA | 11/2005 | Present |
| West Newbury Open Space Committee | West Newbury | MA | 06/2021 | Present |
FRIENDS OF THE NORTH SHORE EDUCATION CONSORTIUM POSITION: MEMBER OF THE BOARD. NATURE: CHARITY INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 3 START DATE: 10/19/2010 ADDRESS: 112 SOHIER RD, BEVERLY MA 01915 DESCRIPTION: MAKING DECISIONS IN REGARDS TO FUND RAISING AND EXPENDITURES OF THE CHARITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-15 |
Reach out to this advisor