Denver, CO
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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 the Chief Compliance Officer (CCO) for BEAM Wealth Advisors, Inc./Benedetti, Gucer & Associates, a Registered Investment Advisor (RIA). This role takes about 10-20% of Amy's time.