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Form ADV, Part 3: FORM CRS June 27, 2020, Introduction Campbell Wealth Management, Inc. (CWM) is registered with the Securities and Exchange Commission as an investment adviser. Brokerage and investment

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What is 20200627 cwm form crs?

The 20200627 CWM Form CRS is a regulatory document used by investment advisers to provide clients with important information about their services, fees, and investment strategies in compliance with the Customer Relationship Summary (CRS) requirement.

Who is required to file 20200627 cwm form crs?

Registered investment advisers and broker-dealers are required to file the 20200627 CWM Form CRS with the Securities and Exchange Commission (SEC) and provide it to their clients.

How to fill out 20200627 cwm form crs?

To fill out the 20200627 CWM Form CRS, firms must provide clear and concise information about their services, fees, conflicts of interest, and disciplinary history, following the SEC's guidelines for the format and content.

What is the purpose of 20200627 cwm form crs?

The purpose of the 20200627 CWM Form CRS is to enhance investor protection by ensuring that clients receive relevant information about their investment adviser or broker from the outset of their relationship.

What information must be reported on 20200627 cwm form crs?

The form must report information about the firm's services, the types of clients it serves, fees and costs, conflicts of interest, disciplinary history, and a summary of key questions for clients to consider.

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