Apple Valley, CA
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →John owns Freedom Tax Service, a tax preparation business, dedicating about a quarter of his time to it during tax season. He also owns Freedom Financial Services, an insurance and investment business, spending a few hours per week on it, and works full-time as an investment advisory advisor for Interactive Financial Advisors.