Age 38 · Atlanta, Georgia
Total assets
$774K
3 linked
Unrealized P/L
+$134K
+20.9% on cost
Linked accounts
3
All linked
Goals
3
0 achieved
The last touch and what is booked next. The contact log tab has every entry.
The advisor's own notes — nothing here comes from an account.
Too busy for calls, so contact is mostly email; the strategy is confirmed once a year in person.