1906 21st Street, Sacramento, CA, 95811
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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 →Erica works as an Investment Advisor Representative for Concorde Asset Management and a Registered Representative for Legacy Investment & Real Estate LLC, focusing on private placement real estate investments. She also serves as the Director of membership for the Financial Planning Association of Northern California, dedicating minimal time to this role.