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FIRST ALLIED SECURITIES, INC. (SEC I.D. No. 846167)STATEMENT OF FINANCIAL CONDITION AS OF DECEMBER 31, 2018, AND REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING Airmailed pursuant to Rule 17a5(d)

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How to fill out statement of financial condition

01

To fill out a statement of financial condition, follow these steps:

02

Begin by gathering all relevant financial documents, such as bank statements, investment account statements, tax returns, and credit card statements.

03

Start by filling out your personal information, including your name, address, and social security number.

04

Provide detailed information about your assets, such as cash, stocks, bonds, real estate, and vehicles. Include the current market value of each asset.

05

List all your liabilities, including mortgages, loans, credit card debt, and other forms of debt.

06

Provide information about your income sources, such as employment income, dividends, rental income, and any other sources of revenue.

07

Specify your monthly expenses, including rent/mortgage payments, utilities, insurance, groceries, transportation, and any other regular expenses.

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Calculate your net worth by subtracting your liabilities from your assets.

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Review the completed statement of financial condition for accuracy and completeness before submitting it.

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What is statement of financial condition?

The statement of financial condition is a summary of a person or organization's financial position at a specific point in time, showing assets, liabilities, and net worth.

Who is required to file statement of financial condition?

Individuals or organizations who are required to disclose their financial position to meet regulatory or legal requirements.

How to fill out statement of financial condition?

To fill out a statement of financial condition, one must gather information on assets, liabilities, and net worth, and accurately report them in the designated sections of the form.

What is the purpose of statement of financial condition?

The purpose of the statement of financial condition is to provide a snapshot of an individual or organization's financial health and help stakeholders make informed decisions.

What information must be reported on statement of financial condition?

Information such as assets, liabilities, net worth, income, expenses, and any other relevant financial details.

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