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EVENTUNITCOMMANDERCOMMANDER
DESIGNEETRANSITION
ASSISTANT ADVISOR/
CAP COUNSELORACAP Counselor or TAA
Attends Preparation Incorporates required Synchronizes unit
briefing and
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What is assistant advisor?
Assistant advisor is a type of financial advisory role that provides support and guidance to clients.
Who is required to file assistant advisor?
Individuals or companies who provide assistant advisor services are required to file assistant advisor.
How to fill out assistant advisor?
To fill out assistant advisor, one would need to provide information about the services offered, clients served, and any relevant financial disclosures.
What is the purpose of assistant advisor?
The purpose of assistant advisor is to assist clients in making informed financial decisions and help them achieve their financial goals.
What information must be reported on assistant advisor?
Information such as services provided, fees charged, client demographics, and any conflicts of interest must be reported on assistant advisor.
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