Austin, TX
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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 →Charlotte sells fixed insurance products including life, health, disability, annuities, and long-term care. She also owns Pace Financial Services, offering tax preparation and debt counseling services, and works as a poll attendant/clerk for Fair Fight Action, dedicating about 10-20% of her time to this role.