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March 23, 2023Payne Capital Management, LLC Form Client Relationship Summary (CRS) Item 1 Introduction Payne Capital Management, LLC (we, us or our) is registered with the U.S. Securities and Exchange
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01
Obtain the client intake form from Capital Counsel LLC.
02
Fill out the client's personal information including name, address, and contact details.
03
Provide any details about the legal issue or matter that the client needs assistance with.
04
Attach any relevant documents or evidence related to the case.
05
Sign and date the client intake form before submitting it to Capital Counsel LLC.

Who needs capital counsel llc client?

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Individuals who require legal representation or assistance with their legal matters.
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Companies or businesses in need of legal services to navigate complex legal issues.
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Anyone seeking guidance on legal matters from experienced attorneys at Capital Counsel LLC.
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Capital Counsel LLC client refers to the clients of the financial firm Capital Counsel LLC.
Clients of Capital Counsel LLC are required to file their client information.
The client information for Capital Counsel LLC can be filled out through the forms provided by the firm.
The purpose of the client information for Capital Counsel LLC is to maintain an accurate record of the firm's clients.
Information such as client name, contact details, financial information, and investment preferences must be reported on Capital Counsel LLC client forms.
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