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Oaktree Financial Advisors, Inc.
12900 N. Meridian Street
Suite 130
Carmel, IN 46032
317-818-1631
1-877-901-1631 toll-free
Securities and investment
advisory services offered
through InterSecurities, Inc.
(ISI),
member
FINRA,
SIPC, and
Registered Investment Advisor.
Non-securities related products and services are not
offered through ISI. ISI and Oaktree Financial Advisors, Inc. are
not affiliated.
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Due to various state regulations and
registration requirements concerning the dissemination of
information regarding investment products and services, we are
currently required to limit access to individuals residing in states
where we are currently registered. In order to comply with this
requirement, please click on the button below to confirm that you
are a resident of one of the following states.
We are licensed in the following states:
Arizona, Arkansas, California, Colorado, Florida,
Georgia, Illinois,
Indiana,
New Hampshire, Minnesota, Ohio, Pennsylvania
Yes, I am a resident of one of the above states
No, I am not a resident of one of the above states |
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