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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 →Sharla is an insurance agent with Smedley Financial Services since 1994, providing life, health, and variable contract insurance solutions, dedicating minimal time to this. Sharla is also the President and Advisor Representative for Smedley Financial Services, Inc., an independent RIA, spending nearly full-time on this role.