Whittier, CA
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Alice is an Investment Advisor Representative (IAR) through CLG, LLC since October 2023, spending nearly full-time on this. Alice is also an insurance agent, providing fixed insurance advice based on client needs, dedicating a few hours per week to this.