OREGON PACIFIC FINANCIAL ADVISORS INC

MEDFORD, Oregon·2 registered advisors·CRD# 110176
SEC# 801-1222181541-772-1116
01

Firm Overview

AUM
$157M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OREGON PACIFIC FINANCIAL ADVISORS INC

2 registered advisors
Donald Angus Todd
MEDFORD, Oregon
Royal Ray Standley
MEDFORD, Oregon
05

Office Locations

MEDFORD, Oregon
2 advisors

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Data sourced from SEC Form ADV filings. OREGON PACIFIC FINANCIAL ADVISORS INC (CRD# 110176) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.