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This document serves as a summary of the brokerage services provided by Allocations Securities, LLC, emphasizing the nature of their operations as a Limited Purpose Broker-Dealer and Alternative Trading System (ATS). It outlines essential information that retail investors need to know about brokerage accounts, services offered, fees, potential conflicts of interest, and customer obligations when engaging with the firm.
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The CRS Customer Relationship Summary is a document that provides important information about a financial advisor's services, fees, and potential conflicts of interest, designed to help clients make informed decisions.
Certain investment advisers and broker-dealers are required to file the CRS Customer Relationship Summary with the SEC and provide it to their retail investors.
To fill out the CRS Customer Relationship Summary, firms must adhere to the SEC guidelines, providing clear and concise information regarding their services, fees, and any conflicts of interest, using plain language that is easily understandable.
The purpose of the CRS Customer Relationship Summary is to enhance transparency and ensure that retail investors have essential information about their financial professionals, enabling better decision-making.
The CRS Customer Relationship Summary must report information such as the firm's services, fees and costs, conflicts of interest, the types of clients served, and the disciplinary history of the firm and its advisors.
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