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Award for Advisor of the Year Nomination Form ADVISOR OF THE YEAR One Award Nominations are due to the Office of the Vice President for Student Affairs by May 18, 2018, Nominee:Department:Title:Campus:Please
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What is advisor of form year?
Advisor of form year is a form that provides information about the financial advisor's activities during a specific year.
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Financial advisors who meet certain criteria are required to file advisor of form year.
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The purpose of advisor of form year is to provide transparency and accountability in the financial advisory industry.
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Advisor of form year must include information about the advisor's clients, fees, services provided, and any conflicts of interest.
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