Best Investors
Account
Sign in
1500 E. Lancaster Ave. Suite 100, Paoli, PA 19301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-15 |
Branch Locations
1500 E. Lancaster Ave. Suite 100, Paoli, PA 19301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Falco Wealth Management | Berwyn | PA | 01/1993 | Present |
| Horter Investment Management | Cincinnati | OH | 02/2015 | 04/2018 |
| Virtue Capital Management, Llc | Brentwood | TN | 04/2018 | 05/2024 |
| Falco Wealth Planning | Paoli | PA | 05/2024 | Present |
FALCO INSURANCE SERVICES, Title: OWNER, Description: INSURANCE/ANNUITY, Start Date: 06-15-2025, Address: 1500 E. LANCASTER AVE., SUITE 100, PAOLI, PA 10301, Investment-related? NO, Hours per month: 150, During trading hours: 150, all hours conducted when acting under the DBA Falco Wealth Management FALCO TAX SERVICES, Title: OWNER, Description: SALES AND TAX PREPARATION, Start Date: 06-15-1962, Address: 1500 E. LANCASTER AVE., SUITE 100, PAOLI, PA 10301, Investment-related? NO, Hours per month: 20, During trading hours: 20, all hours conducted when acting under the DBA Falco Wealth Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-26 |
Reach out to this advisor