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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: CARNEGIE INVESTMENT COUNSEL CRD Number: 150488Annual Amendment All Sections
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Leverty Financial Group LLC is a financial services company that provides financial planning and investment advisory services to clients.
Leverty Financial Group LLC is required to be filed by the owners or managers of the company, as well as by any accredited accountants or financial advisors working for the company.
To fill out Leverty Financial Group LLC, you will need to gather information about the company's financial activities, assets, liabilities, revenue, and expenses. This information will then need to be reported accurately on the required forms.
The purpose of Leverty Financial Group LLC is to provide financial services and advice to clients, help them manage their investments, and plan for their financial future.
Information that must be reported on Leverty Financial Group LLC includes the company's financial statements, income statement, balance sheet, cash flow statement, and any other relevant financial information.
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