20600 Chagrin Blvd Suite 1115, Shaker Heights, OH, 44122
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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 →Melissa works as a Financial Analyst and Director of Compliance at Capital Advisors, LTD. LLC, dedicating full-time hours to financial planning, administrative, and compliance duties.