8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102
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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 →Carmen assists clients with insurance and annuity needs through Jurs Montgomery Brokerage, BSI, Inc, and Cassaday & Co Wealth Management, LLC, dedicating a few hours per week to each of the first two and nearly full-time to the last. Carmen also co-owns a studio and an LLC for commercial property investment, but has no responsibilities in the latter.