Best Invest

Best Invest (CRD# 297599) is a financial advisory firm headquartered in San Antonio, TX. They manage $209,232,081 in 1,276 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
16118 Via Shavano, Suite 100, San Antonio, TX 78249
http://www.bestinvestsa.com
By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    1,276
    ACCOUNTS
  • Average Account Value
    $163,975
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, NC, TX

Financial Advisors at Best Invest
Showing 1 - 3 of 3 top financial advisors.
1
Brad Dobson, financial advisor San Antonio TX
Brad A. Dobson
CRD#: 5735900
16118 Via Shavano, Suite 100, San Antonio, TX 78249

Brad Dobson (CRD# 5735900) is an Investment Advisor Representative working at Best Invest in San Antonio, TX and has over 13 years of experience in the finance industry.

2
John Fosdick, financial advisor San Antonio TX
John E. Fosdick
CRD#: 4034278
16118 Via Shavano, Suite 100, San Antonio, TX 78249

John Fosdick (CRD# 4034278) is an Investment Advisor Representative working at Best Invest in San Antonio, TX and has over 24 years of experience in the finance industry.

3
Lori Barker, financial advisor San Antonio TX
Lori S. Barker
CRD#: 1234830
16118 Via Shavano, Suite 100, San Antonio, TX 78249

Lori Barker (CRD# 1234830) is an Investment Advisor Representative working at Best Invest in San Antonio, TX and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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