Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
307 International Circle Suite 390, Hunt Valley, MD 21030 • 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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Linthicum | MD | 01/2010 | Present |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | Present |
1) HERITAGE FINANCIAL CONSULTANTS 307 INTERNATIONAL CIRCLE SUITE 390 HUNT VALLEY MD, 21030 VIENNA, VA, 22182 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS ACCIDENT, HEALTH, DISABILITY, FIXED AND INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LIFE SETTLEMENTS, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 08/30/2019 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-21 |
Reach out to this advisor