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FORM ADV PART 2B×BROCHURE SUPPLEMENT
Professional Backgrounds of Diane S. Board, CFP
Alexis W. Olin, CFP
Hallie Kraus, CFP
March 2020
111 Sutter Street, Suite 525
San Francisco, California 94104
Telephone:
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01
To fill out the brochure supplement on humphreysgroup.com, follow these steps:
02
- Visit the humphreysgroup.com website
03
- Navigate to the 'Resources' or 'Tools' section
04
- Look for the 'Brochure Supplement' or 'Fill out Brochure Supplement' link
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- Click on the link to access the form
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- Complete the required fields, such as your personal information and qualifications
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- Make sure to provide accurate and up-to-date information
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- Review the filled-out form for any errors or missing details
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- Click 'Submit' to send the completed brochure supplement
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- Wait for a confirmation message or email to ensure the submission was successful.
Who needs brochure supplement - humphreysgroupcom?
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Anyone who wants to learn more about Humphreys Group's capabilities, services, or individuals working within the firm may need the brochure supplement.
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- Potential clients seeking detailed information about the qualifications and experience of the firm's advisors
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- Investors or individuals looking for management or financial planning services
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- Professionals in the financial industry who are performing due diligence on the firm
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What is brochure supplement - humphreysgroupcom?
Brochure supplement of humphreysgroupcom is a document providing information about certain individuals at the firm who offer investment advisory services.
Who is required to file brochure supplement - humphreysgroupcom?
Individuals who provide investment advisory services at humphreysgroupcom are required to file a brochure supplement.
How to fill out brochure supplement - humphreysgroupcom?
Brochure supplement for humphreysgroupcom should be filled out with accurate and complete information about the individual offering investment advisory services, following regulatory requirements.
What is the purpose of brochure supplement - humphreysgroupcom?
The purpose of the brochure supplement for humphreysgroupcom is to provide clients with information about the professional background and qualifications of individuals offering investment advisory services.
What information must be reported on brochure supplement - humphreysgroupcom?
The brochure supplement for humphreysgroupcom must include information about the individual's educational background, work experience, certifications, and any disciplinary history.
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