1201 N. Orange Street, Suite 729, Wilmington, DE, 19801
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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 →Amy is a 50% owner of WL Financial Advisors, selling annuities, life, and long-term care insurance, dedicating about half their time. Amy also works full-time as an investment advisor representative for Realta Investment Advisors, Inc.