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ClientsVictor Salas

Victor Salas

In proposal

Age 54 · Austin, Texas

AdvisorPetra LindqvistRisk toleranceGrowthLinked accounts1 linkedLast contactSeptember 9, 2026
OverviewAssetsGoals2Documents3Contact log2
DocumentCategoryUpdatedUpdated bySize
account-agreement.pdf
AgreementApril 18, 2025Petra Lindqvist1.2MB
id-drivers-license.pdf
ID documentApril 18, 2025Petra Lindqvist810KB
proposal-2026-09.pdf
ProposalRead-onlySeptember 9, 2026Petra Lindqvist3.0MB