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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 →Amir operates The Wealth Consulting Group as a DBA for LPL business and is a registered investment advisor hybrid through WCG Wealth Advisors, LLC. Amir also works as a broker for Click2Bind Insurance Services, Inc., selling health, life, dental, vision, LTC, and P&C insurance products, dedicating about a quarter of their time during securities trading.