Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-02-12 |
| TX | RA | APPROVED_RES | 2025-01-27 |
Branch Locations
Resource Financial Planning 10300 Sw Greenburg Rd., #200, Portland, OR 97223 • United States
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 |
|---|---|---|---|---|
| Bailey Nurseries Inc. | Yamhill | OR | 08/2016 | 03/2017 |
| Penn Mutual Life Insurance Company | Horsham | PA | 03/2017 | 09/2018 |
| Hornor, Townsend & Kent, Inc. | Horsham | PA | 03/2017 | 09/2018 |
| Mass Mutual Life Insurance Co | Lake Oswego | OR | 10/2018 | 01/2025 |
| Mml Investors Services, Llc | Lake Oswego | OR | 01/2019 | 01/2025 |
| Osaic Wealth, Inc. | Portland | OR | 01/2025 | Present |
1. RESOURCE FINANCIAL PLANNING INSURANCE SALES POSITION: Financial Advisor NATURE: Life, Disability and Long-Term Care Insurance Sales, self-employed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 07/01/2017 ADDRESS: 10300 SW Greenburg Rd #200, Portland OR 97223, United States DESCRIPTION: Recommend and sell life, disability and/or long-term care insurance to qualified individuals. 2. ASH BROKERAGE INSURANCE SALES POSITION: Financial Advisor NATURE: Life, Disability and Long-Term Care Insurance Sales, self-employed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 07/01/2017 ADDRESS: 10300 SW Greenburg Rd #200, Portland OR 97223, United States DESCRIPTION: Recommend and sell life, disability and/or long-term care insurance to qualified individuals. 3. RESOURCE FINANCIAL PLANNING, INC. POSITION: independent contractor NATURE: the business is a corporation (LLC) used for paying staff wages and office expenses. the company name is used on our website, business cards and stationery. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/27/2025 ADDRESS: 1 Lincoln Center, 10300 SW Greenburg Rd #200, Portland OR 97223, United States DESCRIPTION: office expenses and bills, including payroll are paid through resource financial planning, inc. 4. MASSMUTUAL INSURANCE SALES POSITION: financial advisor NATURE: Life, Disability and Long-Term Care Insurance Sales, self-employed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2018 ADDRESS: 1 Lincoln Center, 10300 SW Greenburg Rd #200, Portland OR 97223, United States DESCRIPTION: Recommend and sell life, disability and/or long-term care insurance to qualified individuals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-11 |
Reach out to this advisor