URL details: robertsonadvisory.com/policies-and-procedures/#content
URL title:
Policies and Procedures – Tom Robertson, CFP® PPC™
URL description:
The Standard of Care clarifies the role of a fiduciary advisor subject to the Investment Advisors Act of 1940 and when providing material elements of financial planning services under CFP Board's revised Standard of Professional Conduct. It serves as a plain language description of a fiduciary role in a financial planning engagement. The Standard of Care | All…
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