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TFC Financial Management, Inc. 260 Franklin Street Suite 1888 Boston, MA 02110 Telephone: 6172106700 Email: TFC tfcfinancial.com Web Address: www.tfcfinancial.com June 25, 2018Form ADV Part 2A Brochures

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How to fill out tfc form adv part

01

To fill out the TFC Form ADV Part, follow these steps:

02

Start by providing your firm's name, address, and contact information.

03

Include details about your firm's ownership, control, and structure.

04

Specify the types of advisory services your firm offers.

05

Disclose any affiliations or relationships with other financial firms.

06

Provide information about your firm's employees, including their qualifications.

07

Report any disciplinary actions or legal proceedings involving your firm.

08

Detail your firm's fee structure and any potential conflicts of interest.

09

Provide information about your firm's custody of client assets.

10

Describe your firm's business practices, including investment strategies.

11

Include information about your firm's financials and regulatory reporting.

12

Sign and date the form, certifying the accuracy and completeness of the information provided.

13

Remember to review the instructions and guidelines provided by the Securities and Exchange Commission (SEC) for more detailed guidance on filling out the TFC Form ADV Part.

Who needs tfc form adv part?

01

Individuals or entities that provide investment advice or act as investment advisors need to fill out the TFC Form ADV Part. This includes financial firms, registered investment advisors, and individuals who offer investment advice for a fee. The form is required by the Securities and Exchange Commission (SEC) as part of their regulatory oversight of the financial industry.

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What is tfc form adv part?

TFC Form ADV Part is a form required to be filed by SEC-registered investment advisers.

Who is required to file tfc form adv part?

SEC-registered investment advisers are required to file TFC Form ADV Part.

How to fill out tfc form adv part?

TFC Form ADV Part can be filled out electronically through the IARD system.

What is the purpose of tfc form adv part?

The purpose of TFC Form ADV Part is to provide the SEC and clients with information about the investment adviser's business practices.

What information must be reported on tfc form adv part?

Information such as assets under management, types of clients, and services offered must be reported on TFC Form ADV Part.

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