11850 SW 67th Avenue, Suite 100, Portland, OR, 97223
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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 →Samuel volunteers with the CFP Board, serves as a pro-bono financial advisor for Bradley Angle, and is on the finance committee for Oregon Hillel. These activities take minimal time each month.