Peacock Investment Worx LLC is again registered in the state of Oregon as a Registered Investment Adviser
Peacock Investment Worx LLC submitted a registration as a registered investment adviser to the state of Oregon. On June 4, 2019, the registration for Peacock Investment Worx LLC was approved by the state of Oregon, Department of Financial Regulation.
We are excited to begin providing services as a registered investment advisor. The investing world can be confusing and frustrating and having a guide can make a very big difference. At Peacock Investment Worx LLC, we work with our clients as they plan and prepare for the future by taking advantage of investing in the global public equity and debt markets.
We also provide advice and guidance related to qualified retirement plans such as 401(k) plans, profit-sharing plans, and defined benefit plans as well as individual retirement accounts (IRAs) in all their varieties. The power of tax-advantaged investment accounts are available to both businesses and individuals.
You can take advantage of professional advice and guidance at a cost-effective price by calling or emailing us today.
Phone: 503-743-1049
Fax: 866-209-2997
Address:
7770 3rd Street SE, Suite 103
Turner, Oregon 97392
Email: brooks.peacock@peacockinvestmentworx.com
Business Activity Change
As of January 1, 2017 I have decided not to renew the registration of Peacock Investment Worx, LLC as a Registered Investment Advisor in the state of Oregon. We will not be accepting new clients until further notice.
Investment Advisory Services for Dentists
Based on my Dental Practice Roadmap, I have developed investment advisory services specifically for dentists based on the Phase in which they are practicing.
Working With Dentists
One area in which I have very much enjoyed working is the dental industry. My father is a dentist and I have always been around dental offices. Over the years I have worked with many, many dentists and have developed what I call the Dental Practice Roadmap as a tool to help us gain some measure of context to our decision-making efforts. This graphic gives an idea of what the Dental Practice Roadmap looks like.
Form ADV Part 2 – Firm Brochure
This is our current Form ADV Part 2, known as the firm brochure. The State of Oregon requires this brochure be given to all prospective clients before they become clients.
Investment Advisory Agreement
This is our current investment advisory agreement.
Peacock Investment Worx LLC, A Registered Investment Advisor in Oregon
On May 21, 2015, the Oregon Division of Finance and Corporate Securities (DFCS) approved Peacock Investment Worx LLC as a registered investment advisor. We are now open for business in the great state of Oregon.
To start any investment relationship, we provide two documents. One is our firm brochure (Form ADV Part 2) and one is our Client Advisory Agreement.
Peacock Investment Worx LLC 