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ClientsVictor Salas

Victor Salas

In proposal

Age 54 · Austin, Texas

AdvisorPetra LindqvistRisk toleranceGrowthLinked accounts1 linkedLast contactSeptember 9, 2026
OverviewAssetsGoals2Documents3Contact log2
Contact log

A saved entry is pushed to the broker, and the broker's contact status is shown on it.

MeetingSeptember 9, 2026 1:30 PM · 75 minPLPetra Lindqvist

Discussed how to separate business and personal assets.

In discussion
CallAugust 12, 2026 5:00 PM · 25 minPLPetra Lindqvist

Discussed adding to the REIT position.

Contacted