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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: MCKINNEY ASSET MANAGEMENT INC.CRD Number: 105592Annual Amendment All
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Gather all necessary financial documents such as income statements, tax returns, and investment portfolios.
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Schedule a meeting with a Merrill financial advisor either in person or virtually.
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Be prepared to discuss your financial goals, risk tolerance, and investment preferences.
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Work with the advisor to create a personalized financial plan that aligns with your objectives.
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Review and sign any necessary paperwork to officially become a client of Merrill financial advisors.

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Individuals who are looking for professional guidance in managing their finances and investments.
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People who want to create a comprehensive financial plan tailored to their specific needs and goals.
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Those who prefer to have ongoing support and advice from a financial expert.
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Merrill financial advisors specialize in providing financial advice and investment services to clients.
Merrill financial advisors are typically required to file reports with regulatory agencies such as the SEC or FINRA.
To fill out merrill financial advisor reports, advisors must provide detailed information about their business practices, client base, and investment strategies.
The purpose of merrill financial advisor reports is to provide transparency and accountability in the financial services industry.
Information such as assets under management, fees charged, conflicts of interest, and disciplinary history must be reported on merrill financial advisor reports.
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