OTHER WORKS
Can Serve Free LLC – General Description (Excerpt from Client Brochure)
Can Serve Free LLC is a registered investment adviser with the State of Georgia and organized as a Limited Liability Company (LLC). Section 202(a)(11) of the Investment Advisers Act of 1940 generally defines an “investment adviser” as any person or firm that: (1) for compensation; (2) is engaged in the business of; (3) providing advice, making recommendations, issuing reports, or furnishing analyses on securities, either directly or through publications. Can Serve Free LLC, is owned, and operated by Eric Shea Broadus (Founder/CEO). The Client Brochure includes information regarding the qualifications, business practices, and the advisory services that Can Serve Free LLC provides.
- Advisory Services Offered
- Types of Clients
- Methods of Analysis, Investment Strategies and Risk of Loss
- Code of Ethics, Participation, or Interest in Client Transactions and Personal Trading
- Brokerage Practices
- Review of Accounts
- Client Referrals and Other Compensation
- Custody
- Investment Discretion
- Financial Information
For full details of the bulleted points listed above, please click on the pdf attachment: Can Serve Free LLC Description.
Menu of advisory fee schedules are contained in the full versions of the Client Brochure and Client Investment Advisory Agreement. Please visit www.canservefree.com or contact Eric Broadus at ericbroadus@canservefree.com for more information and to request professional financial advisory services.
