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retail customer

Defined in 1 dictionary — U.S. Code

United States Code

15 U.S.C. § 80B — under this subchapter (2 versions over time)

For purposes of this subsection, the term “retail customer” means a natural person, or the legal representative of such natural person, who—

(A) receives personalized investment advice about securities from a broker, dealer, or investment adviser; and

(B) uses such advice primarily for personal, family, or household purposes.