Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Budget Bookkeeping Dba Friend & Associates | Wixom | MI | 01/1998 | Present |
| Royal Alliance | Wixom | MI | 05/2018 | 10/2020 |
| Lpl Financial Llc | Wixmon | MI | 10/2020 | Present |
1)10/26/2020- Friend Financial Services LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Wixom, MI- start date 9/5/18- 100% 2)10/26/2020- Non-Variable Insurance - Agent- Inv. Related- Wixom, MI- start date 12/18/2017- 1 hrs/mth 3)10/26/2020- Real Estate Rental- Property Owner- Inv. Related -Head Island, SC- start date 6/1/2016- 5% 4) 03/22/2024 - CFV & Associates, Inc. - Inv Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Accounting Services - Started: 1/1/2022 - 86 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-11 |
Reach out to this advisor