3555 Timmons Lane, Suite 915, Houston, TX, 77027
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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 →Ali is involved in several business activities, including the sale of a broker/dealer business and disability income insurance, teaching a CFP course at Rice University, serving on the board of advisors for Triarc Properties, and being a passive investor in SAS Nutrition, Wallis State Bank, and AMAF, LLC. Ali is also the Owner & CEO of AltruVista, an author, and provides coaching services for business owners, dedicating about 10-20% of his time to these activities.