Jeffrey Richard Waters
President; Chief Compliance Officer; Chief Investment OfficerOfc Financial Planning, LLCCRD 1581068
About Jeffrey Richard Waters
Jeffrey Richard Waters is listed as President; Chief Compliance Officer; Chief Investment Officer at Ofc Financial Planning, LLC. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Ofc Financial Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Richard Waters work?
Jeffrey Richard Waters is listed as President; Chief Compliance Officer; Chief Investment Officer at Ofc Financial Planning, LLC on SEC Form ADV.
How much of Ofc Financial Planning, LLC does Jeffrey Richard Waters own?
Form ADV reports a beneficial ownership band of 50-75%.
Ofc Financial Planning, LLC
| Title | President; Chief Compliance Officer; Chief Investment Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2005 |