Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-24 |
| MN | RA | APPROVED | 2023-12-12 |
Branch Locations
6 Pine Tree Drive Suite 300, Arden Hills, MN 55112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. | Arden Hills | MN | 06/1997 | Present |
| Financial Dimensions Group, Inc. | Arden Hills | MN | 09/2001 | Present |
1-FINANCIAL DIMENSIONS GROUP, INC., INVESTMENT RELATED, 6 PINE TREE DRIVE, SUITE 300, ARDEN HILLS, MN 55112, ADVISORY REPRESENTATIVE, START DATE: 09/2001, 40 HRS MONTH, 40 HRS MONTH DURING SECURITIES TRADING, MEET WITH CLIENTS TO IDENTIFY THEIR GOALS, OBJECTIVES, RISK TOLERANCE, DO FINANCIAL ANALYSIS, ANALYZE INVESTMENTS AND MAKE FINANCIAL & INVESTMENT RECOMMENDATIONS TO CLIENTS TO HELP THEM ACHIEVE THEIR FINANCIAL GOALS FROM NOW UNTIL BEYOND THEIR DEATHS. 2-CHARLA D. TURCH, INVESTMENT RELATED, 6 PINE TREE DRIVE, SUITE 300, ARDEN HILLS, MN 55112, OWNER, START DATE: 10/1984, 3 HRS MONTH, 3 HRS MONTH DURING SECURITIES TRADING, SELL LIFE, LONG TERM CARE, DISABILITY INSURANCE TO CLIENTS. 3. ST CHARLES BORROMEO CATHOLIC CHURCH POSITION: Volunteer finance committee member NATURE: Non-profit Catholic Church. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/24/2019 ADDRESS: 2739 Stinson Blvd., Minneapolis MN 55418, United States DESCRIPTION: Oversee what our church business manager & priest do regarding financial matters related to our church & school. Beside me, there are 7 other male & female volunteer committee members, in addition to our business manager & priest.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-22 |
Reach out to this advisor