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Form ADV Part 2AItem 1 Brochure Cover Page DWM Advisory Services, LLC 1250 S. Pine Island Road, Suite 350 Plantation, FL 33324 www.lwmfl.com Phone: (954) 4747100 Fax: (954) 4747399 March 20, 2023This

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How to fill out lwm advisory services llc

01

Gather all necessary financial documents such as bank statements, tax returns, and investment portfolios.

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Schedule a meeting with an advisor from LWM Advisory Services LLC to discuss your financial goals and risk tolerance.

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Fill out any required paperwork provided by LWM Advisory Services LLC, including a client questionnaire and risk assessment.

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Review and sign the advisory agreement outlining the services to be provided and fees to be charged.

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Individuals who are looking for professional financial guidance and advice.

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What is lwm advisory services llc?

LWM Advisory Services LLC is a financial advisory firm that provides investment advice and financial planning services.

Who is required to file lwm advisory services llc?

LWM Advisory Services LLC is required to file with the appropriate regulatory bodies such as the Securities and Exchange Commission (SEC) or state securities regulators.

How to fill out lwm advisory services llc?

To fill out LWM Advisory Services LLC, the firm must provide detailed information about their investment strategies, fee structures, key personnel, and client assets under management.

What is the purpose of lwm advisory services llc?

The purpose of LWM Advisory Services LLC is to help clients make informed investment decisions and create financial plans to meet their goals.

What information must be reported on lwm advisory services llc?

LWM Advisory Services LLC must report information such as assets under management, investment strategies, fees charged, conflicts of interest, and key personnel biographies.

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