|Linda A. Barlow, CFP is a RIA based in Santa Ana, CA with $149M in AUM . Linda Ann Barlow is the majority owner of the firm and has been in this role with the firm since 1985.|
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Linda Ann Barlow||Chief Compliance Officer||04/01/1985|
No firm affiliates listed.
2700 N. Main Street
Santa Ana , CA 92705-6638