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Oram & Kaylor - Strategic Asset Management
Investment Advisor Representative
We are committed to provide our clients with comprehensive financial planning and investment
management to help them reach their defined goals and objectives, utilizing a wealth management
framework which promotes economy, ongoing asset evaluation and stewardship of resources.
Our investment programs and services include:
- Alternative Investments including REIT’s, 1031 Exchanges and Tenants in Common
- Brokerage Accounts (Individual stocks and bonds)
- Comprehensive Financial Planning
- Fee-based Programs
- Individual Retirement Accounts (Traditional & Roth IRA)
- Life Insurance and Annuities
- Long Term Care Insurance
- Mutual funds
- Qualified Retirement Plans (401(k) & 403(b)
- Small Business Retirement Plans (SEP-IRA, SIMPLE-IRA)
Securities offered through
Securities America, Inc.,
Advisory services offered through
Securities America Advisors, Inc.
Oram & Kaylor Strategic
Asset Management
and Securities America
are not affiliated companies.
Oram & Kaylor
1120 Iron Point Road
Suite 100
Folsom, CA 9563
Blair Oram
Phone: 760-920-8170
Fax: 888-438-0688
CA Life Insurance #0610046
Securities Licensed: AR, AZ, CA,
NC, NM, NV, OR, PA, WA, WI, WY
Insurance Licensed: CA
Advisory Licensed: AR, AZ,
A, NC, NM, NV, OR, PA, WA, WI
Darin Kaylor
Phone: 760-934-3087
Fax:Fax: 888-438-0688
CA Life Insurance #0E70659
Securities Licensed: AZ, CA, NC, NM, NV
Insurance Licensed: CA, NV
Advisory Licensed: AZ, CA, NC,
NM, NV, OR, PA, WA
An investor should carefully consider the investment objectives, risks, charges and expenses before investing. The fund prospectus contains this and other information about the investment company. For a copy of the prospectus, please contact your advisor. Read the prospectus carefully before investing or sending money. past performance is not a guarantee of future results Any tax or legal information provided here is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. |
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