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 | 2026-01-21 |
| NJ | RA | APPROVED | 2002-05-22 |
| NC | RA | APPROVED | 2001-12-31 |
| MD | RA | APPROVED | 1996-09-30 |
| FL | RA | APPROVED | 1994-02-28 |
Branch Locations
57 South Maple Avenue, Marlton, NJ 08053-2031 • United States
Medford, NJ • United States
57 South Maple Avenue, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-08 |
| PA | RA | APPROVED | 2021-01-04 |
| NJ | RA | APPROVED | 2003-08-26 |
Branch Locations
57 South Maple Avenue, Marlton, NJ 08053 • United States
Medford, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phoenix Home Life | Hartford | CT | 06/1976 | Present |
| Phoenix Mutual Life Insurance | Hartford | CT | 10/1976 | Present |
| Security Mutual Life | Binghamton | NY | 04/1983 | Present |
| Lpl Financial Llc | Marlton | NJ | 02/1994 | Present |
| Asset Management Assoc. Of Medford Inc | Marlton | NJ | 03/1994 | Present |
| M Financial Planning Services, Inc | Marlton | NJ | 11/2004 | Present |
1. 04/19/1999: M FINANCIAL PLANNING SERVICES, INC. - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 2. 11/10/2005: ASSET MANAGEMENT ASSOC. OF MEDFORD INC (LEGAL NAME) - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: M FINANCIAL PLANNING SERVICES, INC. - IAR 3. 09/04/2012: NO BUSIENSS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 15% OF TIME SPENT - AGENT: NON-VARIABLE LIFE, DISABILITY AND LONG TERM CARE INSURANCE 4. 04/13/2015: SOUTH MAPLE LLC - INV REL - 57 SO. MAPLE AVE, MARLTON, NJ 08053 - REAL ESTATE RENTAL - START 08/18/2008 - 2 HR/MO NONE DURING SECS TRDG HRS - OWNER
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-08-27 |
Reach out to this advisor