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LPL Financial Member FINRA/SIPC
3240 Lone Tree Way
Suite 102
Antioch, CA 94509
Phone: (925) 757-3700
Fax: CA Insurance # 0813094
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Household Income Minimum: $25,000 Investable Asset Minimum: $100,000
Considerations: Portfolio Size, Level of Active Management, Frequency of Meetings
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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