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___, 20___ INVESTMENT MANAGEMENT/CONSULTING DATA QUESTIONNAIRE FOR___5700 Corporate Drive, Suite 350 www.legendfinancial.comPittsburgh, PA 15237Phone: (412) 6359210Registered Investment Advisors:
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Legend Financial Advisors Inc is a financial advisory firm that provides wealth management services to individuals and businesses.
Legend Financial Advisors Inc is required to file by all employees and entities that provide financial advisory services.
To fill out Legend Financial Advisors Inc, you will need to provide detailed information about the financial services offered, client information, and financial statements.
The purpose of Legend Financial Advisors Inc is to provide transparency and accountability in the financial advisory industry.
Information such as client accounts, investment strategies, fees, and performance must be reported on Legend Financial Advisors Inc.
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