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.

Integrated and Copper Crest Capital may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this website is information distribution.

Any communications with prospective clients residing in states or international jurisdictions where Integrated or Copper Crest Capital or its registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. The information on this website is for informational purposes only and does not constitute a complete description of our investment services or performance. No part of this site nor the links contained therein is a solicitation or offer to sell securities or investment advisory services, except where applicable in states where we are registered, or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Information provided on this website is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.

Integrated Advisors Network, LLC | PO BOX 25523 Dallas TX 75225 | 855.729.4222

info@IntegratedAdvisorsNetwork.com | www.IntegratedAdvisorsNetwork.com

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. 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.

USE OF LINKS TO OTHER WEBSITES

This website may contain links to third-party websites. These links are provided solely as a convenience to you and do not imply an affiliation, sponsorship, endorsement, approval, investigation, verification, or monitoring by Integrated or Copper Crest Capital] of the contents on such third-party websites. Integrated and Copper Crest Capital are not responsible for the content of any website owned by a third party that may be linked to this website regardless of whether the link is provided by Copper Crest Capital or a third party. Integrated or Copper Crest Capital does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website. If you decide to access linked third-party websites, you do so at your own risk. Furthermore, no representation or warranty is provided for any software that you may download from a link from this website.

THIRD PARTY CONTENT

Through this website, you may have access to information relating to securities, indexes, or the securities markets ("Market Data"). Copper Crest Capital may compile or obtain this Market Data from third parties who are independent of Copper Crest Capital. Even though the sources of the Market Data provided on this website are believed to be reliable, Copper Crest Capital is not responsible for, and makes no warranty with respect to the contents, accuracy, completeness, timeliness, suitability, or reliability of the Market Data. The Market Data that may be provided is not a complete summary or statement of all available information or data. Copper Crest Capital makes no express or implied representations or warranties, including but not limited to warranties of merchantability or fitness for a particular purpose, with respect to Market Data.