Best Investors
Account
Sign in
Best Investors
Account
Sign in
3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-28 |
Branch Locations
100 Thousand Oaks Blvd, Thousand Oaks, CA 91360 • United States
3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Securities, Inc. | Camarillo | CA | 07/2014 | Present |
| Professional Planning | Thousands Oaks | CA | 01/2016 | Present |
| One Capital Management | Westlake Village | CA | 10/2020 | Present |
1.PROFESSIONAL PLANNING, CORPORATION, START: 07/22/14, 100 E. THOUSAND OAKS BLVD. STE. 150 THOUSAND OAKS, CA 91360, RIA, LICENSED ADMIN, INVESTMENT RELATED, 160 HOURS PER MONTH, 6.5 HOURS PER DAY DURING TRADING HOURS. 2. One Capital Management, Start Date: 10/22/2020, 3075 Townsgate Road, Suite 350, Westlake Village, CA 91361, LLC, RIA, Associate Portfolio Manager, Executive daily trading on client accounts, Implementing investment decisions for individual investment accounts, day-to-day monitoring of fixed income and cash positions in the accounts, investing new accounts, reviewing and applying client guidelines addressing client request and managing client cash flow, utilizing various portfolio management tools including portfolio optional techniques, Investment Related, 160 Hours per Month, 6.5 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-02 |
Reach out to this advisor