Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Kerrville | TX | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Kerrville | TX | 11/2016 | 05/2020 |
| Next Financial Group | Kerrville | TX | 05/2020 | 07/2025 |
| Texas Hill Country Advisors | Kerrville | TX | 03/2021 | Present |
| Lpl Financial Llc | Kerrville | TX | 07/2025 | Present |
1- 07/2025 - Community Foundation of the Texas Hill Country - Non-Profit Board Member - Treasurer - Not Investment Related - Kerrville, TX - Start Date 01/01/2024 - 2 hours per month/ during trading 2- 07/2025 - Texas Hill Country Podcast Network - Radio/ TV/ Podcast - Co-owner - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2023 - 5 hours per month/ 0 hours during trading 3- 07/2025 - TEXAS HILL COUNTRY ADVISORS - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/12/2025 - 200 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-17 |
Reach out to this advisor