Investor Persona — Chatterton & Associates

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Chatterton & Associates
3061 E. La Palma Ave, Anaheim, CA 92806
(714) 572-2050

© Chatterton & Associates, The Wealth Management Team, Inc.

Advisory and financial planning services offered through Chatterton & Associates, a registered investment adviser. The Investment Advisor Representatives of Chatterton & Associates also offer securities through Osaic Wealth, Inc., member FINRA/SIPC. Planning You Can Trust is a marketing and communications name for financial and tax planning services offered through Chatterton & Associates and estate planning services offered through The Law Office of James F. Roberts. Listed entities are not affiliated with Osaic Wealth, Inc. Neither Osaic Wealth, Inc. nor its representatives provide tax or legal advice.

Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor.

Osaic Wealth Form CRS

Registered Representative may only discuss/and or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, GA, HI, ID, IL, KS, MD, MI, MN, MS, MT, NC, NV, NY, OK, OR, RI, SC, TN, TX, UT, VA & WA.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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