Toledo, OH
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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 →Andrea is a financial advisor at Wilcox Financial-Wilcox Sports Management, dedicating full-time hours to financial planning and investment advice. She also works as an insurance agent for Wilcox Financial/AIC, spending about half her time on insurance and annuity sales.