Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Maitland | FL | 06/1998 | Present |
| Capital Analysts Inc | Radnor | PA | 05/2006 | Present |
| Lincoln Investment | Orlando | FL | 06/2012 | Present |
INTERNATIONAL SUCCESSION PLANNING ASSOCIATION POSITION: Board member NATURE: Education Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2013 ADDRESS: 2912 Carl Terrace, Orlando FL 32804, United States DESCRIPTION: Member of BOD FAMILY BUSINESS RESOURCE CENTER, INC. POSITION: Shareholder NATURE: Business Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/06/1990 ADDRESS: 1710 W. Colonial Drive, Orlando FL 32804, United States DESCRIPTION: Shareholder THE RAWLS COMPANY POSITION: Employee/Partner NATURE: Business Succession Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/22/2013 ADDRESS: 1710 W. Colonial Drive, Orlando FL 32804, United States DESCRIPTION: Employee and partner of Succession Planning firm
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-06-03 |
Reach out to this advisor