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Global Portfolio Strategy | January 8, 2025

Contact

Office: 918-324-2625

Mobile: 918-400-0560

Fax: 918-400-0292

7932 S 86th East Ave

Tulsa, OK 74133

Series 6, 63, 26, 51, 7, 24 Held with LPL Financial

Jasmine@bamboofinancialpartners.com

LPL Financial Form CRS

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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.

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The advisors at Bamboo Financial Partners are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

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The financial professionals associated with LPL Financial 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.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.