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FORM CRS Relationship Summary Last Updated: November 19, 2021, Item 1: IntroductionBlaylock Van, LLC (BV) is registered with the Securities and Exchange Commission (SEC) as a broker dealer and is
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The Blaylock Form CRS 11082021 is a client relationship summary that provides important information about an investment advisory firm's services, fees, conflicts of interest, and the firm's disciplinary history.
Investment advisory firms that are registered with the SEC or state regulators and provide advisory services to retail investors are required to file the Blaylock Form CRS 11082021.
To fill out the Blaylock Form CRS 11082021, firms must provide clear and concise information regarding their services, the types of clients they serve, fees, disciplinary history, and information on how clients can obtain additional information.
The purpose of the Blaylock Form CRS 11082021 is to enhance transparency between investment advisers and their clients, helping clients to make informed decisions about their investment options.
Firms must report information about their services, types of fees charged, potential conflicts of interest, disciplinary history, and instructions for clients on how to ask questions or find additional information.
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