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We are licensed to sell insurance and securities in California and Nevada.
We cannot communicate with, nor respond to requests from,
users who reside in jurisdictions where we are not licensed
to conduct insurance and/or securities business.
Securities, investment advisory, and financial planning
services offered through duly authorized Registered Representatives
of LPL Financial, a Registered Investment Advisor,
member FINRA
/ SIPC.
California Insurance Licenses:
- Rachel Owens; Tri-Circle Financial Group; domicile:
California; California Insurance License #0714190
- William Sornstein; Tri-Circle Financial Group; domicile:
California; California Insurance License #0539924
- Tri-Circle Financial Group, Inc.; domicile: California;
California Insurance License #0F23505
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Rachel Owens and William Sornstein are Registered Representatives with and Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC.
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California and Nevada.
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