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Residential Analysis for Small Income Property Appraisals Portland Rose City Chapter of HAIFA Wednesday, July 23, 2014 8:00 AM 5:00 PM at The RMS Conference Room 8338 NE Alderwood Rd, Ste 230 Portland,
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The Form ADV Part 2A, commonly known as the brochure, is a document that must be provided to clients by investment advisers. It contains information about the adviser's business practices, fees, conflicts of interest, and disciplinary history.
Investment advisers who are registered with the Securities and Exchange Commission (SEC) or state securities regulators are required to file the Form ADV Part 2A (brochure).
Investment advisers must provide accurate and up-to-date information about their business practices, fees, conflicts of interest, and disciplinary history in the Form ADV Part 2A. This information can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
The purpose of the 146 brochure is to provide clients with important information about an investment adviser's business practices, fees, conflicts of interest, and disciplinary history. This helps clients make informed decisions about whether to hire or retain the adviser.
The Form ADV Part 2A must include information about the investment adviser's business practices, fees, conflicts of interest, disciplinary history, and other material information that may be relevant to clients.
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