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FORM ADV PART 2A Disclosure Brochure Version Date: 03/25/2021Item 1. Cover Letter4800 Bee Caves Road Austin, Texas 78746 www.perstirling.com (512) 6282300 (888) 3556075 Fax (512) 5510050 CRD# 151671This
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Form CRS is a relationship summary required by the SEC designed to help retail investors make informed decisions when choosing a financial professional.
Firms registered with the SEC or state securities authorities that offer services to retail investors are required to file Form CRS.
Form CRS must be completed following SEC guidelines and providing clear and concise information about the firm's services, fees, conflicts of interest, and disciplinary history.
The purpose of Form CRS is to provide retail investors with key information about their relationship with a financial professional in an easy-to-understand format.
Form CRS must include information about the firm's services, fees, conflicts of interest, disciplinary history, and relationship with retail investors.
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