Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-18 |
| WA | RA | APPROVED | 2023-07-18 |
Branch Locations
5060 Pacific Hwy, Ste 101, Ferndale, WA 98248 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Bellingham | WA | 12/1981 | 01/2017 |
| Various Insurance Carriers | Bellingham | WA | 08/1996 | 07/2023 |
| Asset Advisors, Llc | Bellingham | WA | 01/1996 | Present |
| Cwm, Llc | Ferndale | WA | 08/2015 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2017 | 05/2020 |
| Lpl Financial Llc | Ferndale | WA | 07/2023 | Present |
1) 07/17/2023 - Asset Advisors LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/1996 2) 07/17/2023 - Insurance / Non-Variable Insurance / Investment Related / At Reported Business Location(s) / Start date 10/01/1966 - 10 Hrs per month/ 0.5 Hours During Trading 3) 09/07/2023 - F & D 5060 LLC - Investment Related - Reported Business Location(s) - Real Estate Rental - Owner - Start Date 07/01/2015 - 2 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-01-10 |
Reach out to this advisor