Best Investors
Account
Sign in
Best Investors
Account
Sign in
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-09-06 |
| MA | RA | APPROVED | 2022-03-24 |
| NH | RA | APPROVED | 2016-01-29 |
Branch Locations
10 Fayette Street, Concord, NH 03301 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sg Davis Financial Group, Llc | Concord | NH | 03/2007 | 01/2017 |
| Brookstone Capital Management, Llc | Wheaton | IL | 01/2016 | Present |
| Davis Wealth Management, Llc | Concord | NH | 01/2017 | Present |
Davis Wealth Management, LLC, INSURANCE-FIXED ANNUITIES, LIFE INSURANCE, LONG TERM CARE. OWNER/SALES, DEVOTES APPROXIMATELY 200 HOURS/MONTH DURING AND AFTER SECURITIES TRADING HOURS. DUTIES INCLUDE: PRESENTING RETIREMENT WORKSHOPS TO PROSPECTS; MEETING WITH PROSPECTS FOR FACT FINDING/COMPLETION OF CLIENT PROFILE; PREPARING AND PRESENTING PROPOSALS AND RECOMMENDATIONS AT SUBSEQUENT MEETINGS; COMPLETING APPLICATION PAPERWORK; MEETING TO DELIVER AND EXPLAIN POLICIES; PERFORMING ANNUAL REVIEWS/CLIENT MEETINGS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-12 |
Reach out to this advisor