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James Frank
Private Wealth Advisor
Metis Wealth Advisory Group4900 Meadows Road, Ste 100, Lake Oswego, OR 97035
Broker Affiliation: Raymond James Financial Services, Inc.
Languages: English
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Disclosures
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Metis Wealth Advisory Group is not a registered broker dealer and is independent of Raymond James Financial Services.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.