6601 Six Forks Road, Suite 340, Raleigh, NC, 27615
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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 →Bonnie is an authorized insurance agent for life, annuity, and long-term care insurance. She is also a board member/chair for The Curham-Orange Estate Planning Council, dedicating minimal time, and a consultant for Level Four Business Solutions, dedicating nearly full-time hours.