Get the free Brochure Part 1 - Dupree Financial Group
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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: CARROLLTON MINERAL PARTNERS GP, PCRD Number: 162202Annual Amendment
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What is brochure part 1?
Brochure part 1 is a section of a document that provides an overview of a product or service.
Who is required to file brochure part 1?
Entities that offer investment advisory services are required to file brochure part 1.
How to fill out brochure part 1?
Brochure part 1 can be filled out by providing information about the company, the services offered, and any potential conflicts of interest.
What is the purpose of brochure part 1?
The purpose of brochure part 1 is to provide clients with important information about an investment advisor's business practices and potential conflicts of interest.
What information must be reported on brochure part 1?
Information such as the advisor's business practices, fees charged, and any disciplinary history must be reported on brochure part 1.
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