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EVOKE ADVISORS March 2022Form CRS Client Relationship Summary Introduction Evoke Wealth, LLC d/b/an Evoked advisor (Advisor), is an investment advisor registered with the Securities and Exchange Commission.

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Fill in the personal details of the client accurately, including their name, address, contact information, etc.

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Provide details about the nature of the client's relationship with the organization or entity.

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What is form crs client relationship?

Form CRS Client Relationship Summary is a disclosure document that registered investment advisers must provide to retail investors.

Who is required to file form crs client relationship?

Registered investment advisers are required to file Form CRS Client Relationship.

How to fill out form crs client relationship?

Form CRS Client Relationship can be filled out by providing information about the adviser's services, fees, conflicts of interest, and disciplinary history.

What is the purpose of form crs client relationship?

The purpose of Form CRS Client Relationship is to provide retail investors with information about the investment adviser and help them make informed decisions.

What information must be reported on form crs client relationship?

Form CRS Client Relationship must include information about the adviser's services, fees, conflicts of interest, and disciplinary history.

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