Richard
Todd
Oregon Pacific Financial Advisors Inc
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About this Advisor
Richard Todd is a financial advisor based in Medford, Oregon, working with Oregon Pacific Financial Advisors Inc. Richard has previously held positions at Oregon Pacific Financial Advisors, Inc (Opfa), United Planners' Financial Services, Richard S Todd Inc, Richard Todd Independent Insurance, and Oregon Pacific Financial Advisors. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Richard is part of Oregon Pacific Financial Advisors Inc, which operates out of Medford, Oregon. The firm has 1 office and 7 employees. The firm manages assets totaling $157.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Oregon Pacific Financial Advisors Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oregon Pacific Financial Advisors Inc Brokerage Details
$157,083,199
7
615
$255,420
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Richard Todd Work History
Richard S Todd Inc
United Planners' Financial Services
Oregon Pacific Financial Advisors, Inc (Opfa)
Richard Todd Independent Insurance
Oregon Pacific Financial Advisors
Disclosures
Please visit the SEC profile of Richard Todd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oregon Pacific Financial Advisors Inc
Medford, OR
Medford, OR
Medford, OR
Medford, OR
Medford, OR
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
