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Understanding Form ADV: Key Insights for Choosing an Investment Advisor 00:10:00

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Lynn Chen-Zhang, CFP®, CPA, PFS™, MBA, MS, CEO and Chief Compliance Officer. MBA - Kellogg School of Management, Northwestern University. MS in Accountancy - Western Michigan University. Executive Education - Columbia University. Executive Education - The Wharton School of Business, University of Pennsylvania. Certified Financial Planner (CFP®).

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