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ADV Disclosure - PDF download

Our ADV Disclosure Form describe our programs and practices in detail.
You will need Adobe Acrobat Reader to open and read the files. If you don't have Acrobat Reader, you can download Adobe Acrobat Reader free from the Adobe Website. If you have the "Acrobat Reader" Plug-in installed, your browser may open the files directly. You can also then print them out for reference.

Click on the link below to download the the ADV Disclosure Form Part II.

Triangle_red ADV Disclosure Form Part II

If you have questions, feel free to contact us. Or, give us a call at (415) 819-3065 for a complimentary phone consultation.

Cleardot Cleardot
Advanced Financial Designs - Email: Fern@afdadvisors.com
182 Howard St. #410  San Francisco, CA 94105-1611
Phone - 415-819-3065
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Nothing on this website shall be construed as a solicitation of business in any state in which AFD Advisors/Fern Alix LaRocca is not registered. No business will be conducted with any individual in a state unless AFD Advisors/Fern Alix LaRocca is registered or exempted from registering.