Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Plymouth | MA | 09/2018 | 09/2025 |
| Triple Crown Lawn Care | Plymouth | MA | 01/2007 | 12/2021 |
| G.T. Reilly And Co. | Plymouth | MA | 01/2014 | 09/2016 |
| Berklee College Of Music | Milton | MA | 10/2016 | 06/2017 |
| Deborah F. Campbell, Cpa | Plymouth | MA | 10/2017 | 12/2021 |
| Avantax Advisory Services | Plymouth | MA | 01/2020 | 09/2025 |
| Cetera Wealth Services, Llc | Plymouth | MA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) CAMPBELL FINANCIAL SERVICES, INC. POSITION: CPA NATURE: I operate at a CPA at this entity, functioning as a tax preparer, and accountant. I prepare individual tax returns, business tax returns, make accounting adjustments, provide bookkeeping for businesses, prepare financial statements, and other accounting functions. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2020 ADDRESS: 18 North Street, Suite 1, Plymouth MA 02360, United States DESCRIPTION: I operate at a CPA at this entity, functioning as a tax preparer, and accountant. I prepare individual tax returns, business tax returns, make accounting adjustments, provide bookkeeping for businesses, prepare financial statements, and other accounting functions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-07 |
Reach out to this advisor