Best Investors
Account
Sign in
Best Investors
Account
Sign in
Balancing Life Financial Planning CRD 305808
$19.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
900 E. Katella Ave Suite B, Orange, CA 92867 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-18 |
| CA | RA | APPROVED | 2019-11-08 |
Branch Locations
900 E. Katella Ave Suite B, Orange, CA 92867 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ober Financial | Orange | CA | 10/2006 | 09/2016 |
| Ober Financial | Orange | CA | 06/2005 | Present |
| Balancing Life Financial Planning | Orange | CA | 08/2019 | Present |
| Independent Financial Group, Llc | Orange | CA | 10/2012 | 11/2019 |
Edward Ober is currently employed as a Staff Accountant at Ober Financial. This activity accounts for approximately 50% of his time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-22 |
Reach out to this advisor