Best Investors Account Sign in
Inactive

Linda Sue Clarkson

Sequent Planning, LLC

Medford, OR

Omaha, NE

Claim This Profile
Current Employers
Sequent Planning, Llc

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2017-10-24
  • OR RA
    APPROVED
    Since 2017-10-24

Branch Locations

516 Crater Lake Ave., Medford, OR 97504 • United States

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Futurity First Insurance Group Medford OR 06/2013 Present
Redhawk Wealth Advisors, Inc Minneapolis MN 08/2015 10/2017
Sequent Planning, Llc Medford OR 10/2017 Present
Previous Registrations
Other Businesses

BIG TOWN DELI, CENTRAL POINT, OR PARTNER WITH SPOUSE. 1) FUTURITY FIRST INSURANCE GROUP; INVESTMENT RELATED; 2581 WHITTLE AVENUE; MEDFORD, OR 97504; INSURANCE; AGENT; START DATE 06/2013; 170 HOURS PER MONTH SPENT ON THIS ACTIVITY; INSURANCE PRODUCT SALES/SERVICE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-19
S63 Uniform Securities Agent State Law Examination 2000-08-18
  • S65 Uniform Investment Adviser Law Examination
    2015-08-19
  • S63 Uniform Securities Agent State Law Examination
    2000-08-18
Other Names
  • Linda Sue Von Tersch

View on SEC IAPD

More in Medford, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor