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ClientsWalter Boyd

Walter Boyd

Active

Age 64 · Minneapolis, Minnesota

AdvisorNadia OkonkwoRisk toleranceConservativeLinked accounts2 linkedLast contactSeptember 2, 2026
OverviewAssetsGoals3Documents3Contact log2
DocumentCategoryUpdatedUpdated bySize
account-agreement.pdf
AgreementApril 8, 2022Nadia Okonkwo1.2MB
id-passport.pdf
ID documentApril 8, 2022Nadia Okonkwo720KB
performance-2025.pdf
ReportRead-onlyApril 15, 2026the planning system2.8MB