Home
About
Resource Center
LPL Account View
Events
Contact
Giving Back

Test Page

Hooray!

Contact

Napa Valley Financial/CA Insurance License #OB12740 Mark C. Richmond and #4101023 Cody A. Barclay

Office: (707) 603-2663

Fax: (707) 277-3010

1795 Third Street

Napa, CA 94559

CA Insurance Lic. #OB12740

Send an Email

Financial Form CRS www.lpl.com/crs

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Cody Barclay and Mark Richmond are Registered Representatives with, and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Napa Valley Financial, a DBA of Advisor Resource Council. Advisor Resource Council and Napa Valley Financial are separate entities from LPL Financial. Mark Richmond offers Retirement Plan Consulting Program advisory services through LPL Financial, a registered investment advisor, a DBA of Advisory Resource Council and Napa Valley Financial are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Website Disclosures

ADV Part 2A

ADV Part 3/CRS