Best Investors
Account
Sign in
Best Investors
Account
Sign in
16250 Knoll Trail Drive Suite 207, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-10 |
Branch Locations
16250 Knoll Trail Drive Suite 207, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investement Distributors Inc | Boston | MA | 08/2015 | Present |
1) Scherer Financial Advisory Services, LLC; Address: Dallas, TX; Nature of the Business: Non-variable Insurance Products; Position/Title: Agent; Investment Related: Yes; Start Date: 4/11/2024; Hours per month devoted to this business: 0; Hours per month devoted to this business during trading hours: 0; Description of duties: Sale of life insurance, fixed annuities, long-term disability and long-term care.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-03 |
Reach out to this advisor