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Form CRS

Legacy Financial

Taking a Closer Look at Target Date Funds

How much do you know about target date funds?

LPL Financial Form CRS

Legacy Financial
Woodburn Office
1393 Meridian Drive Suite 2 | Woodburn, OR 97071
Office: (503) 982-7040 | Fax: (503) 982-7044 Call: (503) 982-7044
Hermiston Office
285 E Hurlburt Avenue | Hermiston, OR 97838
Phone: (541) 567-3100 | Fax: (503) 982-7044
laura.dix@lpl.com

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, MD, MN, MT, NC, NE, NH, NJ, NM, NV, OH, OR, PA, TX, UT, VA, WA, WI.

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