Best Investors
Account
Sign in
Best Investors
Account
Sign in
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-12 |
| NE | RA | APPROVED | 2021-11-01 |
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 Financial Network, Llc | Omaha | NE | 08/2016 | 07/2017 |
| Td Ameritrade | Omaha | NE | 07/2017 | 11/2018 |
| Ameritas Investment Corp. | Lincoln | NE | 11/2018 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 11/2018 | Present |
| Investment Advisors, Inc | Fremont | NE | 11/2018 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Insource Financial Advisors | Lincoln | NE | 01/2024 | Present |
INVESTMENT ADVISORS INC; SAME AS BRANCH; INV REL; INSURANCE SALES; START DATE=11/2018; HRS/MO=160; TRADING HRS/MO=160; WORK WITH CLIENTS TO PUT TOGETHER PORTFOLIOS AND INVESTMENT STRATEGIES THAT WILL MEET THEIR GOALS AND OBJECTIVES * dba INSOURCE FINANCIAL ADVISORS; INV REL; 390 N COTNER BLVD, LINCOLN, NE 68505; INSURANCE AND FINANCIAL SERVICES; FINANCIAL ADVISOR; START DATE=01/2024; HRS/MO=180; TRADING HRS/MO=130; WORK WITH CLIENTS TO MANAGE ASSETS AND PROVIDE SOLUTIONS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-27 |
Reach out to this advisor