Get the free LFG ADV Part 2A and 2B posted to LFG website
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Item 1: COVER PAGE TheLubitzFinancialGroup 9350S. DixieHighway,Suite1500 Miami,FL33156 Telephone:3056704440 Facsimile:3056704448 www.LubitzFinancial.com mail LubitzFinancial.com March10,2015 FORM
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What is lfg adv part 2a?
lfg adv part 2a is a form filed with the Securities and Exchange Commission (SEC) by Registered Investment Advisers (RIAs) that is used to disclose important information about the adviser's business practices.
Who is required to file lfg adv part 2a?
Registered Investment Advisers (RIAs) are required to file lfg adv part 2a with the SEC.
How to fill out lfg adv part 2a?
To fill out lfg adv part 2a, RIAs must provide detailed information about their business operations, services offered, fees charged, conflicts of interest, and disciplinary history.
What is the purpose of lfg adv part 2a?
The purpose of lfg adv part 2a is to provide clients and potential clients with important information about the adviser's business practices, helping them make informed decisions about whether to engage with the adviser.
What information must be reported on lfg adv part 2a?
Information that must be reported on lfg adv part 2a includes the adviser's fee schedule, investment strategies, ownership structure, and any disciplinary disclosures.
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