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  • Wealth Management
  • Investment Strategies
  • Insurance Investments

Ready to get started? Schedule your free, no-obligation consultation today. Make an appointment by calling 503.526.5606

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Rivermark Community Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Oregon, Washington, California, Arizona, Connecticut, Pennsylvania, South Carolina and Texas. 
 

Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value 

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