Best Investors
Account
Sign in
1980 Orange Tree Lane Suite 270, Redlands, CA 92374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-12 |
| TX | RA | APPROVED | 2025-02-12 |
Branch Locations
1980 Orange Tree Lane Suite 270, Redlands, CA 92374 • United States
Yucaipa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planprep, Llc | Riverside | CT | 06/2006 | 12/2024 |
| Lindsey Financial, Inc. | Redlands | CA | 01/2025 | Present |
Burt Williamson sells life insurance, annuities and long term care insurance. These are all fixed products. Burton Williamson has been a published, self employed author since 07/10/2024. This business is conducted from 34212 Avenue H, Yucaipa, CA 92399. This is a non-investment related activity, and 0 hours per week are spent on this.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-16 |
Reach out to this advisor