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Fiduciary Status
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Hobbies and Interests
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Qualifications
Certifications
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Financial Exams
S65 - Uniform Investment Adviser Law Examination - 2000-08-31
S63 - Uniform Securities Agent State Law Examination - 1989-03-07
Education
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Approximate Fees
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A percentage of assets under management
Hourly charges
Fixed fees
Disclosures
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