Best Investors
Account
Sign in
Best Investors
Account
Sign in
410 Villa Rica Way Sw Suite 100, Marietta, GA 30064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-01 |
| SC | RA | APPROVED | 2024-11-01 |
| AL | RA | APPROVED | 2024-05-24 |
| LA | RA | APPROVED | 2022-04-04 |
| NC | RA | APPROVED | 2022-04-01 |
| TX | RA | APPROVED_RES | 2021-05-03 |
| GA | RA | APPROVED | 2014-05-30 |
Branch Locations
410 Villa Rica Way Sw Suite 100, Marietta, GA 30064 • United States
4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-04-01 |
Branch Locations
410 Villa Rica Way Sw Suite 100, Marietta, GA 30064 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Fricks And Asscociates, Inc. Dba Masterplan Retirement Consultan | Marietta | GA | 07/2010 | Present |
| Masterplan Retirement Consultants, Inc. | Marietta | GA | 05/2014 | Present |
| Masterplan Tax Services, Inc. | Marietta | GA | 02/2015 | 02/2022 |
| Gradient Investments, Llc | Marietta | GA | 03/2022 | Present |
FRICKS AND ASSOCIATES, INC. dba MasterPlan Retirement Consultants, INVESTMENT RELATED, 410 Villa Rica Way SW, SUITE 100, MARIETTA, GA 30064;OWNER/INSURANCE AGENT/Advisor; Fixed insurance and precious metals sales; 07/2010 TO PRESENT; 40 HOURS PER MONTH, 40 HOURS DURING SECURITY TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-14 |
Reach out to this advisor