Tucson, AZ
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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 →Allen works as an insurance agent at Longview Insurance and Investments, selling and servicing multi-line insurance products, including life, accident, health/DI/LTC, and annuity accounts. This activity takes nearly all of Allen's time and is investment-related.