Important Disclosures

Copper Crest Capital

Copper Crest Capital is a DBA for multiple service entities. The information on this website is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal, investment or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.

Copper Crest Advisors LLC

Investment advisory services are provided through Integrated Advisors Network LLC (“Integrated”), an SEC Registered Investment Adviser. Registration does not imply a certain level of skill or training. Copper Crest Advisors, LLC is a practice group and dba of Integrated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

Copper Crest CPAs LLP

Tax, accounting and other CPA services are provided through Copper Crest CPAs LLP. Except in response to a specific engagement, the content of this website does not constitute a professional service. Always consult with a competent professional service provider for advice on tax, accounting and other financial matters specific to your situation. If you wish to engage our firm for this purpose, please contact our office.

Copper Crest Insurance Services LLC

Insurance brokerage services and products are provided through Copper Crest Insurance Services LLC, California license number 0N14947. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Integrated.

Privacy Policy

Below is the Adviser's Privacy Policy regarding client personal information.

The Adviser:

a) Collects non-public personal information about its clients from the following sources:

Information received from clients on applications or other forms;
Information about clients’ transactions with the Adviser, its affiliates, and others;
Information received from our correspondent clearing broker with respect to client accounts;
Medical information submitted as part of an insurance application for a traditional life or variable life policy; and
Information received from service bureaus or other third parties.

b) The Adviser will not share such information with any affiliated or nonaffiliated third party except:

When necessary to complete a transaction in a customer account, such as with the clearing firm or account custodians;
When required to maintain or service a customer account;
To resolve customer disputes or inquiries;
With persons acting in a fiduciary or representative capacity on behalf of the customer;
With rating agencies, persons assessing compliance with industry standards, or to the attorneys, accountants, and auditors of the firm;
In connection with a sale or merger of the Adviser’s business;
To protect against or prevent actual or potential fraud, identity theft, unauthorized transactions, claims, or other liability;
To comply with federal, state, or local laws, rules, and other applicable legal requirements;
In connection with a written agreement to provide investment management or advisory services when the information is released for the sole purpose of providing the products or services covered by the agreement; and
In any circumstances with the customer’s instruction or consent.

c) Restricts access to confidential client information to individuals who are authorized to have access to confidential client information and need to know that information to provide services to clients.

d) Maintains physical, electronic, and procedural security measures that comply with applicable state and federal regulations to safeguard confidential client information.