Best Investors
Account
Sign in
Best Investors
Account
Sign in
Rigby, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-25 |
Branch Locations
4 disclosure categories 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 |
|---|---|---|---|---|
| Asset & Retirement Management | Newhall | CA | 05/2005 | Present |
| Independent Financial Group | San Diego | CA | 03/2011 | 12/2016 |
(1) 100% OWNER D. FRANK NORTON CPA - PROVIDING ACCOUNTING, TAX PREPARATION, TAX REVIEWS AND PLANNING SINCE 01/1983. NON-INVESTMENT RELATED. APPROXIMATELY 30% OF TIME SPENT, BUT HOURS FLUCTUATE. TYPICALLY SPEND ABOUT 120 HOURS PER MONTH DURING PEAK SEASON (FROM FEBRUARY to MID-APRIL), AND ABOUT 20 HOURS PER MONTH DURING OTHER TIMES OF THE YEAR. APPROXIMATELY HALF OF ALL TIME SPENT ON THESE ACTIVITIES OCCUR DURING TRADING HOURS. (2) 100% OWNER OF A SUMMER RENTAL HOME PROVIDING OCCASIONAL RENTAL INCOME SINCE 2015. NON-INVESTMENT RELATED. 5% TIME SPENT, OR ROUGHLY 8 HOURS PER MONTH (NOT DURING TRADING HOURS). BUSINESS CONDUCTED IN ISLAND PARK, ID.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-06-27 |
Reach out to this advisor