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12256 Southwest Millview Court

Tigard, OR 97223

Phone: 541-579-5689

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12256 Southwest Millview Court
Tigard, OR 97223

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Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Next Steps Wealth Management, a Registered Investment Advisor. Financial Advocates Investment Management, Next Steps Wealth Management and LPL Financial are separate entities.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, OR, SC, WA.

Finra Series: 7, 6, 63 & 66 Life, Health and Long Term Care Insurance held through LPL Financial