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Global Headquarters

2768 Loker Avenue West Suite 101

Carlsbad , CA 92010

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Phone: 760.692.2244
Fax: 760.692.0552
www.colefinancialllc.com
dcole@sagepointadvisor.com

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

*Securities offered through SagePoint Financial, Inc., member FINRA/SIPC. Investment Advisory services offered through Cole Financial, LLC. a registered investment advisor not affiliated with SagePoint Financial, Inc. CA Insurance License # 0828223

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AK, AL, AZ, CA, CO, GA, HI, ID, IN, KS, MA, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, WA, WI, WV.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.