Best Investors
Account
Sign in
Best Investors
Account
Sign in
2805 Dallas Parkway, Ste 200, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1999-02-01 |
Branch Locations
2805 Dallas Parkway, Ste 200, Plano, TX 75093 • 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 |
|---|---|---|---|---|
| Spectrum Advisors, Inc. Fka Dallas Financial Advisory, Inc. | Plano | TX | 01/1984 | Present |
| Kalos Capital, Inc. | Alpharetta | GA | 07/2011 | 12/2017 |
| Madison Avenue Securities, Llc | San Diego | CA | 12/2017 | 12/2018 |
1)NAME: SPECTRUM ADVISORS; INV RELATED:YES; ADDRESS:2805 Dallas Parkway, #200, Plano, TX 75093; NATURE:FINANCIAL PLANNING TO INCLUDE INSURANCE PRODUCTS, INVESTMENT, ALTERNATIVES, ETC.; POSITION:SENIOR PARTNER-SOLE OWNER; START DATE:1983; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES: FINANCIAL PLANNING. 2)NAME: ADVISORS EXCEL ; INV RELATED:YES; ADDRESS:2950 SW MCCLURE ROAD TOPEKA, KS 66614; NATURE:INSURANCE PRODUCTS OFFERED THROUGH AE, CREATIVE SERVICES PROVIDED BY AE; POSITION:INSURANCE AGENT; START DATE:12/2017; HOURS/MONTH:40; TRADING HOURS/MONTH:40; DUTIES: INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-05-05 |
Reach out to this advisor