Miami, FL
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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 →Indra is an insurance agent for ValuTeachers, Inc., selling annuities and life insurance, primarily in the 403B market; this takes about a quarter of their time. Indra is also the president of Cambridge Wealth Management (DBA for insurance/annuity sales through ValuTeachers) and Indra Arango, PA (real estate agent), dedicating minimal time and a few hours per week to these roles, respectively.