Policyholder

Term Definition
Policyholder
The person or entity who holds an insurance policy; usually the client in whose name an insurance policy is written.

Phone

Office: (888) 987-8702
Fax: (888) 507-1238

Email

connect@rpa2000.com

California Office

2945 Townsgate Road, Suite 200
Westlake Village, CA 91362

Utah Office

1548 W. Preserve Ct.
Bluffdale, UT 84065

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Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC.  Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.  Cetera is under separate ownership from any other named entity. CA Insurance License 0636162. Registered phone number (888) 987-8702

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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.