Best Investors
Account
Sign in
Best Investors
Account
Sign in
1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-07 |
Branch Locations
535 N Church Street Ste. 202, West Chester, PA 19380 • United States
2 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 |
|---|---|---|---|---|
| Next Financial Group Inc. | Downingtown | PA | 07/2007 | 08/2022 |
| Founders Financial Securities Llc | Towson | MD | 09/2022 | Present |
1) Guided Wealth Management LLC; Investment Related; 535 N Church Street Ste 202 West Chester, PA 19380; Start Date: 07/2007; President; 160 Hrs. per month; 160 Hrs. during trading; Sales and Service of Insurance Products. 2) Next Phase Financial, LLC, Not Investment Related, 535 N Church St, Ste 202 West Chester, PA 19382, Start Date: 10/2024; Consultant; 5 hours per month; 5 hours during trading; business succession and exit planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-02 |
Reach out to this advisor