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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | San Ramon | CA | 05/2024 | 01/2025 |
| Acord & Fong Wealth Strategies | San Ramon | CA | 09/2022 | Present |
| Lincoln Financial | San Ramon | CA | 06/2022 | 08/2022 |
| City Of Newark - Silliman Activity And Family Aquatic Center | Newark | CA | 07/2016 | 05/2022 |
| Osaic Wealth, Inc. | San Ramon | CA | 01/2025 | Present |
1. FONG MURRAY LLC POSITION: Salaried Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2025 ADDRESS: 3000 Executive Parkway, Suite 400, San Ramon CA 94583, United States DESCRIPTION: As a financial advisor, I receive my advisory compensation through my team's LLC. This entity is simply a pass-through structure for receiving payment for my regular duties as a financial advisor. The LLC does not involve any separate business activities, products, or services outside of my advisory role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-14 |
Reach out to this advisor