Get the free Registered Investment Advisor Brochure (Form Part 2A/2B) - Updated: March 2017

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Registered Investment Advisor Brochure (Form Part 2A/2B) Updated: March 2017 201 Milwaukee Street, Suite 200 Denver, CO 80206 Email: info lgadvisors.com Website: www.lgadvisors.com Contact Person:

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What is registered investment advisor brochure?

A registered investment advisor brochure is a document that provides information about the investment advisor's background, services offered, fees, and any conflicts of interest.

Who is required to file registered investment advisor brochure?

Registered investment advisors are required to file the brochure with the Securities and Exchange Commission (SEC) or with the state securities authorities, depending on their level of assets under management.

How to fill out registered investment advisor brochure?

The brochure can be filled out by providing accurate and up-to-date information about the investment advisor's business practices, fees, services, and any conflicts of interest.

What is the purpose of registered investment advisor brochure?

The purpose of the brochure is to provide clients with important information about the investment advisor's background, services, fees, and any conflicts of interest, which can help clients make informed decisions about their investments.

What information must be reported on registered investment advisor brochure?

The brochure must include information about the investment advisor's business practices, fees, services offered, any disciplinary history, and any conflicts of interest.

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