Investment Services Team
Meet our Team
We believe in being the financial partner who can help you achieve your financial goals at every stage of life.
Our team of financial advisors13 are here to help you create and manage an investment strategy that makes your goals achievable with expert financial advice, planning and options that work for you. We will work closely with you to create a financial plan and guide you through your financial journey each step of the way.
13Securities offered through Securities America, Inc., member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA). PFG Advisors, OCCU Investment Services, Oregon Community Credit Union and Securities America, Inc. are separate entities. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.
CLICK HERE FOR A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS).
CLICK HERE FOR A COPY OF SECURITIES AMERICA, INC’S RELATIONSHIP SUMMARY (FORM CRS).
Free and simple tools are available for research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
Not NCUA Insured • No Credit Union Guarantee • May Lose Value
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Member FINRA/SIPC. FINRA registered branch office location: 2890 Willamette Street, Eugene, OR 97405