BACKApril 26, 2019
Investment Adviser,USA,Missouri

I have my first state exam/audit coming up in a month and was curious about what I will need to provide when they reference "Advertising File (including website & social media)?"

Any breakdown of what exactly I need to have prepared would be super helpful. Any other tips and insights would be greatly appreciated as well. Thanks!

4 Answers


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Answered Apr 2019
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NextGen Wealth
Apr 2019
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NextGen Wealth
Apr 2019
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Rita R.
Apr 2019
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NextGen Wealth
Apr 2019
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Rita R.
Apr 2019
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Answered Apr 2019
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NextGen Wealth
Apr 2019
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Answered Apr 2019
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NextGen Wealth
Apr 2019
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Answered May 2019
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