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McCollum Christoferson Group, LLC

Securities-Based Lending

Securities-based lending allows securities in an investment portfolio to serve as collateral for a loan.

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

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