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Building 2LINDA A. BARLOW, CFP

Map pinSANTA ANA, CA
Phone714-953-1232
NotebookSEC #801-60157
Total AUM
$239.6M
Employees
1
Clients
267

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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