Investments

Philip R. Oberg offers investment plans for individuals and employers. The plans offered include individual retirement accts (IRA), Roth IRA, simple IRA & 401K Plans. 

Philip Oberg
Securities offered through Securities America, Inc. Member FINRA/SIPC and an SEC Registered Investment Advisor. Paul Richardson Agency and Securities America, Inc. are separate and unaffiliated.

Give us a call today to set up a consultation at (509) 529-0935 or email us directly... phil [at] paulrichardsonagency [dot] com.

Securities Agreement

A broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a particular state after licensure or satisfying qualifications
requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be.

Phil Oberg is a Registered Representative of and offers securities through  Securities America, Inc., Member FINRA/SIPC. Phil is licensed to offer securities in Oregon and Washington.

In order to accept Phil's services you must be a resident of one of the above states.

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