Skip to main content

Home
Our Team
Contact Us
ACCESS MY ACCOUNT

McCollum Christoferson Group, LLC

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

McCollum Christoferson Group, LLC (“McCollum Christoferson”) is an SEC registered investment adviser with a place of business in the State of New York. McCollum Christoferson and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which McCollum Christoferson maintains clients. McCollum Christoferson may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from registration /notice filing requirements.

SEC Disclosure Brochure|SEC Wrap Account Disclosure Brochure|SEC Customer Relationship S ummary

Privacy Policy
Site Map