Delray Beach, FL
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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 →Audrey sells prepaid legal services and identity theft protection, and acts as trustee for multiple personal trusts, managing assets and paying bills. She also owns an accounting firm, Oracle Capital Strategies, LLC, dedicating about a quarter of her time to accounting and tax returns, and offers insurance through various companies, including SRM.