Best Investors
Account
Sign in
Best Investors
Account
Sign in
Secure Retirement Advisors, LLC CRD 156574
76 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Eloy, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2011-03-17 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Secure Retirement Solutions, Inc. | Eloy | AZ | 07/2010 | Present |
| Secure Retirement Advisors, Llc | Eloy | AZ | 02/2011 | Present |
| Secure College Funding | Chandler | AZ | 01/2013 | 10/2016 |
David Wilkins has a financial affiliated business as an insurance agent. From time to time, he will offer clients advice or products from those activities. Greater than 50% of Mr. Wilkins revenue is from his insurance practice and he spends 40% of his time on the activity. Mr. Wilkins is the owner of Cowboytown Arena, LLC. He spends 5 to 10 hours a week on this activity. He is also the owner of Cowboytown Farms and spends 5 to 10 hours a week on this activity raising hay and breeding horses. The preceding business activities are conducted from his private residence.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-15 |
Reach out to this advisor