Broker Check
Form CRS (Client Relationship Summary)

Form CRS (Client Relationship Summary)

| July 29, 2020

To make sure I’m complying with my responsibilities as a financial professional, I may soon be providing you with a Client Relationship Summary, better known as a “Form CRS.” If you’re getting this form, it’s for one or more of the following reasons:

  • We’ve discussed opening an account, a securities transaction, or an investment strategy that involves individual securities
  • You’ve opened a second or additional account
  • We’ve discussed a rollover from your retirement account into another account (new or otherwise)
  • We’ve discussed a brokerage, service, or investment that doesn’t require a new account, yet wouldn’t be held in an existing account

This Form CRS may provide information on things like:

  • Client and customer relationships
  • Services I offer as your financial professional
  • Any reportable legal or disciplinary history
  • Where you can find more information about my firm
  • Answers to commonly-asked questions

Please reach out with any questions you have, I am always here to help.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.