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STATE OF MAINE OFFICE OF SECURITIES 121 STATE HOUSE STATION AUGUSTA, MAINE 04333))) Liberty Investment Advisors) And) Richard Liberty))) IN THE MATTER OF:CONSENT AGREEMENT No. 06079CAGThis Agreement
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Liberty Investment Advisors refers to a financial advisory firm that provides investment management services to individuals and institutions.
Typically, individuals or entities that have investment accounts or portfolios managed by Liberty Investment Advisors may be required to file relevant paperwork or reports related to their investments.
To fill out the forms related to Liberty Investment Advisors, clients should gather their financial information, log into the advisor's platform or consult with their advisor, and complete the required sections accurately.
The purpose of Liberty Investment Advisors is to assist clients in managing their investment portfolios, providing strategic advice, and helping them achieve their financial goals.
Clients are generally required to report their personal and financial information, investment holdings, transaction details, and any other relevant data required by the investment advisor.
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