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Donald Angus Todd

OREGON PACIFIC FINANCIAL ADVISORS INC·MEDFORD, Oregon
Unclaimed Profile
210 WEST 8TH STREET, MEDFORD, OR 97501CRD# 1106538Firm CRD# 110176
01

About

Donald Angus Todd is a registered financial advisor based in MEDFORD, Oregon, affiliated with OREGON PACIFIC FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OREGON PACIFIC FINANCIAL ADVISORS INC
OREGON PACIFIC FINANCIAL ADVISORS INC
AUM
$157M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at OREGON PACIFIC FINANCIAL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1106538
Firm CRD# 110176
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Angus Todd offer?
Donald Angus Todd specializes in Financial Planning, Investment Management. Contact their office in MEDFORD, Oregon for a consultation.
What are Donald Angus Todd's credentials?
Donald Angus Todd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Angus Todd located?
Donald Angus Todd is based in MEDFORD, Oregon, working with OREGON PACIFIC FINANCIAL ADVISORS INC. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.
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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Other advisors in MEDFORD
Dennis Ray Lamson — GRAIL INVESTMENTS, L.L.C.Donald Lyman Watson — SKYOAK WEALTH MANAGEMENT, INC.Kathleen Marie Philby — SKYOAK WEALTH MANAGEMENT, INC.Gregory Alan Koenig — MYLAUNCH, LLCRoyal Ray Standley — OREGON PACIFIC FINANCIAL ADVISORS INC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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