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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 →Annette works as a Senior Retirement Plan Consultant for Gallagher Fiduciary Advisors and Gallagher Benefit Services, both investment-related. She dedicates nearly full-time hours to Gallagher Fiduciary Advisors and about a quarter of her time to Gallagher Benefit Services.