Firm Brochure (Form ADV Part 2A) 12610 N. …

Oct 21, 2015 · • Enhance the firm’s service offering by adding a description of the Participant Investment Advice Program (Items 4, 5, 13 and 16) • Disclose receipt of asset retention bonuses and loyalty program payments received from ... • Disclose payment of a marketing or territory fee to The Dave Ramsey Show for providing marketing and advertising ... ................
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