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Lori Sue Barker

Best Invest

San Antonio, TX

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Current Employers
Best Invest

16118 Via Shavano Suite 100, San Antonio, TX 78249 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-05-28
  • TX RA
    APPROVED
    Since 2019-05-28

Branch Locations

16118 Via Shavano Suite 100, San Antonio, TX 78249 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Best Invest San Antonio TX 07/2018 05/2019
Best Invest San Antonio TX 05/2019 Present
Alamo Irrigation San Antonio TX 01/2008 07/2019
Best Invest San Antonio TX 04/2021 Present
  • 07/2018 → 05/2019
    Best Invest
    San Antonio, TX
  • 05/2019 → Present
    Best Invest
    San Antonio, TX
  • 01/2008 → 07/2019
    Alamo Irrigation
    San Antonio, TX
  • 04/2021 → Present
    Best Invest
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-28
S63 Uniform Securities Agent State Law Examination 1986-07-29
  • S65 Uniform Investment Adviser Law Examination
    2019-05-28
  • S63 Uniform Securities Agent State Law Examination
    1986-07-29
Other Names
  • Lori S Busby
  • Lori Sue Busby

View on SEC IAPD

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PARK AVENUE SECURITIES LLC
RBC CAPITAL MARKETS, LLC
KESTRA ADVISORY SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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