BB
BB

Belinda Rebecca Best

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
248 advisors
Number of Clients
22,917 clients
Average Client Portfolio
$330K average
Assets Under Management
$7.6B

Fee Structure

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Location

77 E Michigan Ave #199, Battle Creek, MI, 49017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Belinda is a sole proprietor and tax preparer for Best Tax & Accounting, providing individual tax preparation services, dedicating full-time hours to this endeavor on weekends and weeknights from February through mid-April each year. She is also an independent insurance agent DBA Becky Best Investment Professional.

Employment History
Current Registrations
Harbour Investments, INC.
October 2016 - Present · 9 yrs 4 mos
Harbour Investments, INC.Broker
July 2008 - Present · 17 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
November 2007 - December 2007 · 1 mo
Wachovia Securities, LLCBroker
July 2003 - January 2007 · 3 yrs 6 mos
Prudential Securities IncorporatedBroker
September 2002 - July 2003 · 10 mos
State Registrations7 states
FLGAMINCNYOHWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.