Best Investors
Account
Sign in
4049 1St Street Suite 129, Livermore, CA 94551-4949 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-01-30 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Oak Tree Securities, Inc. | Livermore | CA | 05/1986 | Present |
LAKEVIEW FINANCIAL - LIFE INSURANCE Approximately 1 hour per week. Paid on commissions basis.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-07 |
Reach out to this advisor