18700 North Hayden Road, Suite 470, Scottsdale, AZ, 85255
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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 →Erich is an insurance agent and spends about 10-20% of his time on this activity. He may receive commissions for selling insurance products like annuities, which presents a conflict of interest, though he has a fiduciary responsibility to act in the client's best interest.