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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: SLAGLE FINANCIAL, LLC.CRD Number: 149976OtherThanAnnual Amendment All
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What is form crs - customer?
Form CRS (Customer Relationship Summary) is a disclosure document that provides important information about a firm to help retail investors make informed decisions about their investment services.
Who is required to file form crs - customer?
Firms registered with the SEC or state securities regulators that offer services to retail investors are required to file Form CRS.
How to fill out form crs - customer?
Form CRS is filled out by providing information about the firm's services, fees, conflicts of interest, disciplinary history, and other key information in a concise and easy-to-understand format.
What is the purpose of form crs - customer?
The purpose of Form CRS is to promote transparency and empower retail investors to make informed decisions about their relationships with financial firms.
What information must be reported on form crs - customer?
Form CRS must include information about the firm's services, fees, conflicts of interest, disciplinary history, and contact information.
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