Company Overview
- Headquarters
- 171 NE Exchange Ave, Roseburg OR
- Website
- uvfinancial.com
- Employees
- 19
- Industry
- Accounting
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services621 - Security Brokers, Dealers, and Flotation Companies6211 - Security Brokers, Dealers, and Flotation Companies
Financials & Stats
Revenue
$4B
Who is Umpqua Valley Financial
Umpqua Valley Financial is a privately held company located in Roseburg, Oregon. Employing 19 individuals, the firm generates approximately $4.2 million in annual revenue. Umpqua Valley Financial offers securities and advisory services, provided through LPL Financial, a registered investment advisor. Additionally, they provide tax preparation and related services through Umpqua Valley Financial, LLC. Clients seeking securities and advisory services benefit from the regulatory oversight of LPL Financial, a member of FINRA/SIPC. Umpqua Valley Financial emphasizes that third-party posts on their profile do not represent the views of LPL Financial and urges clients to visit www.uvfinancial.com for a comprehensive list of states where they are registered to conduct business. For more information, visit www.uvfinancial.com.