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BLACKBALL CAPITAL ADVISORSCLIENT PROFILE AND SUITABILITY QUESTIONNAIREInvestment Supervisory ServicesPrepared for:Name:Date:Todd W. Butterfield 316 E. 1150th St., Payson, IL 62360Virtual Office www.theblackbaygroup.com Email
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Butterfield Capital Advisors is a financial advisory firm that provides investment management and financial planning services.
Typically, individuals or entities that are involved with investment management services or require comprehensive financial planning are required to file with Butterfield Capital Advisors.
To fill out Butterfield Capital Advisors forms, one should provide accurate financial information, including details about assets, liabilities, income, and investment strategies, following the specific guidelines outlined by the firm.
The purpose of Butterfield Capital Advisors is to help clients manage their investments effectively and to provide tailored financial advice to achieve their financial goals.
The information that must be reported includes personal identification details, financial status, investment portfolios, and any relevant financial goals or objectives.
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