Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-09-20 |
Branch Locations
35 Braintree Hill Office Park Suite 400, Braintree, MA 02184 • United States
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 |
|---|---|---|---|---|
| Capital Analysts Of New England, Inc. | Quincy | MA | 02/1975 | Present |
| Capital Analysts | Quincy | MA | 02/1975 | Present |
| Capital Analysts, Incorporated | Quincy | MA | 02/1977 | Present |
| Williams & Dubin | Quincy | MA | 01/1979 | Present |
| Lincoln Investment | Quincy | MA | 06/2012 | Present |
| Williams & Dubin | Quincy | MA | 01/1990 | Present |
WILLIAMS & DUBIN POSITION: Agent/Broker, Owner NATURE: Financial Services & Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/01/1975 ADDRESS: 35 Braintree Hill Office Park, Suite 400, Braintree MA 02184, United States DESCRIPTION: Analyzing, brokering and servicing life insurance, disability, life/health, fixed annuities, LTC, group insurance, life settlements, NQ deferred compensation and other supplemental compensation and fringe benefit programs. Receive commissions/trails from EI policies issued prior to Lincoln affiliation, Provide presentations on a broad array of financial planning techniques and products to fellow professionals. DBA for Lincoln business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-02-03 |
Reach out to this advisor