1 Belvedere Place, Suite 200, Mill Valley, CA, 94941
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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 →Lyndon teaches piano lessons, helps acquaintances prepare tax returns, is a volunteer committee member for the WI Chapter of Healthcare Financial Management Association and the Financial Planning Association of MN, and is a Medicare consultant for seniors. These activities take minimal time and are not investment related.