Best Investors
Account
Sign in
Best Investors
Account
Sign in
Old Fort, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-03 |
| NC | RA | APPROVED | 2007-06-18 |
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 |
|---|---|---|---|---|
| Alden Agency, Inc. Dba Asheville Dollars & Sense | Asheville | NC | 07/1992 | Present |
| Liberated Investor Advisors, Llc | Marion | NC | 02/2007 | Present |
| Efficient Advisors, Llc | Philadelphia | PA | 06/2015 | Present |
| Winning Point Advisors, L.L.C. | Old Fort | NC | 11/2015 | Present |
EFFICIENT ADVISORS: Title: IAR; Investment Related; Address: 1801 Market Street Suite 1010 Philadelphia, PA 19103; Nature of Business- IA; 10% of work week/month; Start Date 06/2015 LIBERATED INVESTOR ADVISORS, LLC: Title: IAR; Investment Related; Address: 55 EAST MAIN STREET, OLD FORT, NC 28762; Nature of Business- IA; Start Date 03/2007 ALDEN AGENCY INC DBA ASHEVILLE DOLLARS AND SENSE: Title: PRESIDENT; Investment Related; Address:; Nature of Business- Independent Insurance Agency, Sell Life and Disability; Start Date 07/1992 WINNING POINT ADVISORS, L.L.C.; OLD FORT, NC ; INVESTMENT ADVISER REPRESENTATIVE; INVESTMENT RELATED; 10% OF WORK WEEK/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-09 |
Reach out to this advisor