7300 West 110th St., Suite 960, Overland Park, KS, 66210
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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 →Allan provides professional coaching and consulting for financial advisors through Parento Systems, focusing on practice management and efficiency. He dedicates a few hours per week to this business, including time during securities trading hours.