4000 Macarthur Blvd., Suite 1050, Newport Beach, CA, 92660
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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 works as an Investment Advisory Representative and Financial Professional for Sageview Advisory Group LLC since 2022, focusing on financial planning, asset management, and DBA financial services. These roles take about a quarter of Charlotte's time and about 20% of her time, respectively.