Unclaimed Profile

Donald Angus Todd

OREGON PACIFIC FINANCIAL ADVISORS INC·MEDFORD, Oregon

SIE, Series 7, Series 24, Series 63, Series 65ChFC30 years registeredOREGON PACIFIC FINANCIAL ADVISORS INC

210 WEST 8TH STREET, MEDFORD, OR 97501CRD# 1106538Firm CRD# 110176

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Angus Todd · MEDFORD, OR

Registration

CRD #1106538 · OREGON PACIFIC FINANCIAL ADVISORS INC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OREGON PACIFIC FINANCIAL ADVISORS INC

AIG FINANCIAL ADVISORS, INC.

Apr 2008 – Apr 2008

BROOKINGS, OR

OREGON PACIFIC FINANCIAL ADVISORS INC

Jan 1996 – Mar 2022

MEDFORD, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 13, 1996

Years registered · 30

Professional designation · ChFC

Disclosure History

2004Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

OREGON PACIFIC FINANCIAL ADVISORS INC

CRD 110176 · SEC 801-122218

AUM

$157M

Regulatory assets under management

Employees

615 client accounts

Services offered by OREGON PACIFIC FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OREGON PACIFIC FINANCIAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Donald Angus Todd offer?

Donald Angus Todd specializes in Financial Planning, Investment Management.

What are Donald Angus Todd's credentials?

Donald Angus Todd holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Donald Angus Todd located?

Donald Angus Todd is based in MEDFORD, Oregon, last registered with OREGON PACIFIC FINANCIAL ADVISORS INC.

How does Donald Angus Todd charge for services?

Donald Angus Todd's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OREGON PACIFIC FINANCIAL ADVISORS INC?

OREGON PACIFIC FINANCIAL ADVISORS INC has approximately 7 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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