Overview

CURRENTLY DUALLY REGISTERED WITH A SEC ADVISORY FIRM [___] AS WELL AS A NC STATE INVESTMENT ADVISORY FIRM.

WE TAKE A MORE AGGRESSIVE STRATEGIC MANAGEMENT APPROACH ON BOTH PERSONAL LINES AND BUSINESS LINES INCLUDING 401K PLANNING
AND MANAGEMENT.

THE BELOW QUESTIONS ONLY APPLY TO WHAT I HAVE AT L&A CAPITAL ADVISORS NOT AT BROOKSTONE CM

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