60510 Brookswood Bld., Bend, OR, 97702
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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 →David owns rental property and spends minimal time collecting rents and scheduling repairs. He also works as an independent contractor assisting AFLAC reps with 401k plans and offering retirement/brokerage services to their clients, dedicating a few hours per week.