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Form ADV, Part 3: FORM CRS March 29, 2024 Introduction Campbell Wealth Management, Inc. (CWM) is registered with the Securities and Exchange Commission as an investment adviser. Brokerage and investment

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What is 20240229 lampw form adv?

The 20240229 lampw form adv is a specific regulatory filing used by certain financial advisors to disclose relevant information about their business practices, clients, and financial activities.

Who is required to file 20240229 lampw form adv?

Investment advisors or financial firms that meet certain criteria set by regulatory bodies are required to file the 20240229 lampw form adv.

How to fill out 20240229 lampw form adv?

To fill out the 20240229 lampw form adv, an applicant needs to provide detailed information about their business, including services offered, fee structures, and any disciplinary history, among other specifics.

What is the purpose of 20240229 lampw form adv?

The purpose of the 20240229 lampw form adv is to ensure transparency in the advisory profession by providing regulators and the public with necessary information about investment advisors.

What information must be reported on 20240229 lampw form adv?

The form must report information such as the advisor's name, business structure, ownership, services offered, fees charged, and any legal conditions or disciplinary actions against the advisor.

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