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ClientsVictor Salas

Victor Salas

In proposal

Age 54 · Austin, Texas

AdvisorPetra LindqvistRisk toleranceGrowthLinked accounts1 linkedLast contactSeptember 9, 2026
OverviewAssetsGoals2Documents3Contact log2

Total assets

$229K

1 linked

Unrealized P/L

+$19K

+9.0% on cost

Linked accounts

1

All linked

Goals

2

0 achieved

Next touch

The last touch and what is booked next. The contact log tab has every entry.

Last contact
September 9, 2026
Next appointment
September 26, 2026
Walk through the proposal
Advisor
PLPetra Lindqvist
Memo

The advisor's own notes — nothing here comes from an account.

Wants business money kept apart from personal. Proposal due in September.

Profile
Sorts asSalas Victor
Date of birthNovember 8, 1971
Age54
LocationAustin, Texas
Emailvictor.salas@example.com
Phone(512) 555-0129
Risk toleranceGrowth
Work
EmployerSalas & Co. (self-employed)
TitleOwner
Annual income$152K
Annual spending$106K
Annual surplus+$46K
Household
Size3
MakeupSpouse and one child (university)