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Form ADV Part 2A Disclosure Brochure for United Capital Financial Advisors, LLC 125 E. John Carpenter Frwy, Suite 1200 Irving, TX 75062 (972) 8222055 www.unitedcapitalwealth.com This Brochure provides

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Begin by gathering all necessary information and documentation required for the client disclosure brochure.

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Clearly and accurately fill out all sections of the 134600 client disclosure brochure, including personal information, investment objectives, risk tolerance, and any other pertinent details.

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Who needs 134600 client disclosure brochure?

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Investment professionals who are required to provide clients with important information about their investments and financial goals.

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What is 134600 client disclosure brochure?

The 134600 client disclosure brochure is a document that provides essential information about financial services offered by firms, ensuring clients are well informed about the services and potential conflicts of interest.

Who is required to file 134600 client disclosure brochure?

Firms that provide certain financial services, including investment advisory services and brokerage services, are required to file the 134600 client disclosure brochure.

How to fill out 134600 client disclosure brochure?

To fill out the 134600 client disclosure brochure, firms must include accurate information regarding their services, fees, and any potential conflicts of interest, ensuring it adheres to regulatory requirements.

What is the purpose of 134600 client disclosure brochure?

The purpose of the 134600 client disclosure brochure is to promote transparency and assist clients in making informed decisions by providing essential information about the services offered and associated risks.

What information must be reported on 134600 client disclosure brochure?

Information that must be reported includes the firm's services, fees, potential conflicts of interest, and any other relevant data that would help clients understand the financial relationship.

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