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December 10, 2021 Client Relationship Summary IntroductionForm CRSArvest Investments, Inc., doing business as Arvest Wealth Management (AWM), is registered with the Securities and Exchange Commission
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The client relationship summary form is a document that provides clients with information about their relationship with a financial advisor or firm.
Financial advisors or firms who are registered with regulatory authorities are required to file client relationship summary form.
The client relationship summary form can be filled out by providing details about the advisor or firm, services offered, fees charged, conflicts of interest, and other relevant information.
The purpose of the client relationship summary form is to provide clients with clear and concise information about their relationship with a financial advisor or firm.
Information such as services offered, fees charged, conflicts of interest, disciplinary history, and other relevant details must be reported on the client relationship summary form.
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