Check the background of your financial professional on FINRA's BrokerCheck
The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.
Copyright 2018 FMG Suite.
Welcome to Oregon Pacific Financial Advisors, Inc. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up or individualized responses to consumers in a particular state to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment advisor, BD agent or IA Rep requirements, or pursuant to an applicable state exemption or exclusion. Investments products and services available only to residents of: Oregon (OR), California (CA), Washington (WA), Idaho (ID), Arizona (AZ), Wisconsin (WI), Indiana (IN), Ohio (OH), West Virginia (WV) and Florida (FL).
Advisory Services offered through Oregon Pacific Financial Advisors, Inc.. Securities offered through United Planners Financial Services of America, Member FINRA and SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.