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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: CLINE FINANCIAL CONCEPTS, LLC CRD Number: 135679OtherThanAnnual Amendment
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What is form adv search?
Form ADV Search is a regulatory filing used by investment advisers to register with the SEC or state regulators. It contains information about the adviser's business, ownership, clients, and employees.
Who is required to file form adv search?
Investment advisers that manage assets exceeding a certain threshold or provide advice about securities are required to file Form ADV.
How to fill out form adv search?
Form ADV is filled out by providing detailed information about the advisory firm, including its structure, services offered, ownership, fees, and any disciplinary history. Advisers must complete Parts 1 and 2, and certain states may require additional information.
What is the purpose of form adv search?
The purpose of Form ADV Search is to ensure transparency in the investment advisory industry and to provide essential information to regulators and clients about an adviser's background and operations.
What information must be reported on form adv search?
Information reported on Form ADV includes details about the adviser's business structure, ownership, clients, services provided, assets under management, compensation, and any disciplinary actions.
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